Brandon
Upchurch
Column Capital Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Upchurch is a certified financial planner operating out of Indianapolis, Indiana with 5 years of relevant experience. Upchurch is currently employed by Column Capital Advisors, LLC. Over the course of their career, Upchurch has held roles at Highland Golf And Country Club, Column Capital, Cliftonlarsonallen and Column Capital Advisors, LLC. Upchurch has a Series 65 license, certifying them as an investment advisor representative, and can work in Indiana. Column Capital Advisors, LLC is a registered investment firm based out of Indianapolis, IN. The company has offices in two locations and a total of 22 people on staff. It manages $1 billion in total assets among its 1,634 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 1,634 accounts, 57% belong to high-net-worth clients who have at least $1 million in assets. Column Capital Advisors, LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on the type of services provided. Fees charged by Column Capital Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Column Capital Advisors, LLC Brokerage Details
$1,259,029,913
22
1,634
$770,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brandon Upchurch Work History
Brandon has been registered as a financial advisor for 5 years.*
Column Capital
Cliftonlarsonallen
Highland Golf And Country Club
Column Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Upchurch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Column Capital Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.