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| Banker Investment Group Inc
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|---|---|
| CRD # | 109650 |
| SEC # | 801-79396 |
| CIK # | |
| AUM | 260.2 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 765-497-0197 |
| Address | 1241 Cumberland Avenue West Lafayette, IN 47906 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 85.8 |
| (b) Individuals (high net worth individuals) | 97 | 172.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 952 | 260.2 |
| By Discretionary | ||
| Discretionary | 952 | 260.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 952 | 260.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.2 | |
| Total | 952 | 260.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Viawealth LLC
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|
KS | 260.7 M |
|
GLR Partners LLC
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|
MD | 260.7 M |
|
DCM Advisors LLC
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|
NY | 260.5 M |
|
Alamar Capital Management LLC
✚
|
CA | 260.3 M |
|
Brendel Financial Advisors LLC
✚
|
NH | 260.2 M |
|
Vistica Wealth Advisors LLC
✚
|
CA | 260.1 M |
|
RFM Financial Solutions LLC
✚
|
MI | 260.1 M |
|
Greenstone Belt Wealth Advisors LLC
✚
|
IL | 260.1 M |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 260.0 M |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 259.8 M |