Samex Capital Advisors, LLC is an adviser based in Fishers. It manages $27 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Indiana, and Ohio.
Samex Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Samex Capital Advisors, LLC is $27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Samex Capital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Samex Capital Advisors, LLC performs its advisory services is located at 10500 Kincaid Drive, Fishers, IN 46037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-203-3365 or by fax 317-576-8601. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.samexcapital.com.