Ivy Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ivy Capital Management provides ongoing portfolio management, financial planning and consulting, and public educational workshops to a mix of clients that the firm identifies as individuals, high‑net‑worth family offices, charitable organizations, corporations and other registered investment advisers. It offers continuous asset management with asset‑based compensation and, for eligible clients, performance‑based arrangements, and also provides modular and one‑time planning consultations.
The firm emphasizes a value‑oriented, primarily long‑term investment approach while allowing tactical asset allocation and occasional shorter‑term or special‑situation positions; it employs fundamental, technical and cyclical analysis and will incorporate ESG/SRI or impact investing criteria when clients request them. Advisory services are tailored to client objectives and may be managed on a discretionary or non‑discretionary basis, with clients able to impose reasonable investment restrictions and accounts reviewed regularly.
Distinctive features include the firm’s offering of public, no‑charge workshops and its use of hourly billing for financial planning and consulting—practices that are uncommon among peers in this category. The firm is newly registered and reported no assets under management as of January 31, 2026, and its managing member maintains outside business activities (including impact‑investing advisory work and broker‑dealer related roles) that occupy a substantial portion of his time.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Fee options
$0+: 0.5% to 2% annually (asset management fee varies based on client type, complexity, account composition, relationship, and total assets) $500,000+: Up to 1.5% annually for qualified clients (performance-based fee clients)
Investment adviser representatives are also registered representatives of Finalis Securities LLC and may receive commissions for securities products sold.
$500 to $750 per hour for financial planning and consulting services.
Performance-based fee generally up to 20% of capital appreciation, payable quarterly in arrears; only for qualified clients; tied to capital gains exceeding high-water mark; retirement accounts excluded.
Minimum fee: Minimum fee for financial planning and consulting services is $1,000. Fee-only: Financial planning and consulting services charged hourly: $500 to $750 per hour.
Main office location
Ivy Capital Management LLC
1557 N College Ave., #2
Indianapolis IN 46202, United States
Number of offices
1
Most active in
Ivy Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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