Brandon
Upchurch

Column Capital Advisors, LLC

CRD#6866699
Investment Advisor
in Indianapolis, IN

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About this Advisor

Brandon Upchurch is a financial advisor based in Indianapolis, Indiana, working with Column Capital Advisors, LLC. Brandon has previously held positions at Highland Golf And Country Club, Column Capital, Cliftonlarsonallen, and Capfinancial Partners LLC (Captrust). Brandon has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Brandon is part of Column Capital Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 2 offices and 22 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Column Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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 Number of Employees

22

IN Average: 46

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

2023 - Present (1 year)

Capfinancial Partners LLC (Captrust)

2017 - 2023 (6 years)

Column Capital

2016 - 2017 (1 year)

Cliftonlarsonallen

2015 - 2015 (< 1 year)

Highland Golf And Country Club

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

Charlsie Ashlock
Indianapolis, IN
Brandon Upchurch
Indianapolis, IN
Bradley Yu
Indianapolis, IN
Ryan Konop
Indianapolis, IN
Casey Bollock
Indianapolis, IN
Mark Deprez
Indianapolis, IN
Mariah Day
Indianapolis, IN
Sarah Grecco
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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