Brandon
Upchurch

Column Capital Advisors, LLC

CRD#6866699
Investment Advisor
in Indianapolis, IN

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9100 Keystone Crossing Suite 700
Indianapolis, IN 46240

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Column Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,259,029,913

IN Average: $1,347,246,178
Total Number of Employees

22

IN Average: 46
Total Number of Accounts

1,634

IN Average: 1,775
Average Account Size

$770,520

IN Average: $759,012

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.*

2017 - Present (7 years)

Column Capital

2016 - 2017 (1 year)

Cliftonlarsonallen

2015 - 2015 (< 1 year)

Highland Golf And Country Club

2011 - 2014 (3 years)

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

Ryan Konop
Indianapolis, IN
Mark Deprez
Indianapolis, IN
Mariah Day
Indianapolis, IN
Sarah Little
Indianapolis, IN
Justin Kassanits
Indianapolis, IN
Brandon Upchurch
Indianapolis, IN
Bradley Yu
Indianapolis, IN
Charlsie Ashlock
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.

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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.

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