Kevin
Sweet

Column Capital Advisors, LLC

CRD#2974563
Investment Advisor
in Indianapolis, IN

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About this Advisor

Kevin Sweet is a certified financial planner working in Indianapolis, Indiana with 18 years of relevant experience. Sweet is an employee of Column Capital Advisors, LLC. Sweet has gained experience at Column Family Office, LLC, Column Capital Advisors, LLC Formerly Us Wealth Advisors, LLC and Column Capital Group, LTD. Sweet maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Indiana and Texas. Column Capital Advisors, LLC is a financial advisory company operating out of Indianapolis, IN. The firm has offices in two locations and a total of 22 people on staff. It oversees $1 billion in assets under management between its 1,634 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to nine charitable organizations. Of its 1,634 customer accounts, 57% belong to high-net-worth clients who have more than $1 million in assets available to invest. Column Capital Advisors, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is provided. Fee types charged by Column Capital Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

Kevin Sweet Work History

Kevin has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Column Family Office, LLC

2005 - Present (19 years)

Column Capital Advisors, LLC Formerly Us Wealth Advisors, LLC

2005 - Present (19 years)

Column Capital Group, LTD

*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 Kevin Sweet 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
Mariah Day
Indianapolis, IN
Mark Deprez
Indianapolis, IN
Brandon Upchurch
Indianapolis, IN
Sarah Little
Indianapolis, IN
Justin Kassanits
Indianapolis, IN
Charlsie Ashlock
Indianapolis, IN
Bradley Yu
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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