Sarah
Decamp

Sbc Wealth Management

CRD#6458860
Investment Advisor
in Indianapolis, IN

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About this Advisor

Sarah Decamp is a financial advisor based in Indianapolis, Indiana, working with Sbc Wealth Management. Sarah has previously held positions at Simon Property Group, Sbc Wealth Management, and Lpl Financial. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Ohio. Currently, Sarah is part of Sbc Wealth Management, which operates out of Indianapolis, Indiana. The firm has 14 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sbc Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2920 East 96Th Street
Indianapolis, IN 46240

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Sbc Wealth Management Brokerage Details

Total Assets Under Management

$1,008,166,692

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

14

IN Average: 46
Total Number of Accounts

3,047

IN Average: 1,775
Average Account Size

$330,872

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

Sarah Decamp Work History

2015 - Present (9 years)

Sbc Wealth Management

2015 - 2018 (3 years)

Lpl Financial

2014 - 2015 (1 year)

Simon Property Group

Disclosures

Please visit the SEC profile of Sarah Decamp 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 Sbc Wealth Management

Sarah Decamp
Indianapolis, IN
Dylan Scheid
Indianapolis, IN
Andrew Fairman
Indianapolis, IN
Carson Shadowen
Indianapolis, IN
Kevin Sasena
Indianapolis, IN
Erin Pentz
Indianapolis, IN
Patrick Morrow
Indianapolis, IN
Scott Holley
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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