PELOTON CAPITAL MANAGEMENT

8500 Keystone Crossing
Suite 450
Indianapolis, Indiana 46240
Tel: 317-559-1700

About PELOTON CAPITAL MANAGEMENT

PELOTON CAPITAL MANAGEMENT, formally registered with the SEC as PELOTON CAPITAL MANAGEMENT. The firm was established in 06/12/1986. They have over 1 offices throughout the country.

PELOTON CAPITAL MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $263,052,034 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109775
SEC#	801-27200
Assets Managed by Firm	$263,052,034
No. of Clients	360
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (MANAGEMENT OF 401(K)S OR OTHER CO. RETIREMENT PLANS; GENERAL ASSISTANCE WITH 529 COLLEGE SAVINGS PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	360	$263,052,034
High net worth individuals	138	$260,000,098
Charitable organizations	Fewer than 5 clients	$3,051,936

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