Market Street Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Market Street Wealth Management Advisors reports 427 clients. They include 222 individual clients, 200 high-net-worth individuals and 5 charitable organizations. Of its assets, 99.1% ($769M across 1,642 accounts) are managed with discretion; $6.72M across 51 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 12% |
| High-net-worth individuals | 47% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 222 | $96.3M | 12.4% | $434K |
| High-net-worth individuals | 200 | $664M | 85.6% | $3.32M |
| Pension and profit-sharing plans | Fewer than 5 | $940K | 0.1% | — |
| Charitable organizations | 5 | $3.73M | 0.5% | $747K |
| Corporations and other businesses | Fewer than 5 | $10.8M | 1.4% | — |
| Total | 427 | $776M | 100% | — |
- Clients
- 222
- Regulatory AUM
- $96.3M
- AUM share
- 12.4%
- Avg. per client
- $434K
- Clients
- 200
- Regulatory AUM
- $664M
- AUM share
- 85.6%
- Avg. per client
- $3.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $940K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $3.73M
- AUM share
- 0.5%
- Avg. per client
- $747K
- Clients
- Fewer than 5
- Regulatory AUM
- $10.8M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 427
- Regulatory AUM
- $776M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Market Street Wealth Management Advisors charges 0.35%–1.30% a year for its Wealth Management. The fee is billed in arrears and has a $6,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee agreed before the contract and based on the complexity of the engagement, with any advance payment capped at $1,200.
- Investment Management Without Planning
- Clients who do not require financial planning receive a 30% discount from the wealth management schedule, from 0.91% on the first $500,000 down to 0.25% for $10 million to $25 million, with a $900 minimum quarterly fee.
Jessica Bokhart owns 25% to 50% of Market Street Wealth Management Advisors. The leadership team of Market Street Wealth Management Advisors includes Chief Compliance Officer Katie Fischer. It has 12 employees, 8 of them in advisory roles.
Leadership
- Katie FischerChief Compliance Officer/Senior Financial Planner
- Kevin ErvinSenior Financial Planner
- Jessica BokhartSenior Financial Planner
- Kyle ThompsonSenior Financial Planner
- Patrick RobertsManaging Partner
- Aaron WilliamsSenior Financial Planner
- Austin AngelSenior Financial Planner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Douglas Robert Oneill
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Market Street Wealth Management Advisors, LLC
Jessica Bokhart
Control person · since January 2016
- Owns 25% to 50% of Market Street Wealth Management Advisors, LLC
Kyle Thompson
Control person · since January 2016
- Owns 10% to 25% of Market Street Wealth Management Advisors, LLC
Kevin Ervin
Control person · since October 2001
- Owns 10% to 25% of Market Street Wealth Management Advisors, LLC
Katie Fischer
Control person · since June 2018
- Owns 10% to 25% of Market Street Wealth Management Advisors, LLC
Patrick Roberts
Control person · since January 2022
- Owns 10% to 25% of Market Street Wealth Management Advisors, LLC
Aaron Williams
Control person · since January 2022
- Owns 10% to 25% of Market Street Wealth Management Advisors, LLC
Austin Angel
since January 2026
Market Street Wealth Management Advisors’ regulatory assets grew 1.8× from $425M (June 2021) to $776M (May 2026); clients rose from 370 to 427 and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $776M | 427 | 12 | 8 |
| April 2025 | $711M | 419 | 12 | 10 |
| March 2024 | $572M | 402 | 11 | 10 |
| June 2023 | $492M | 386 | 13 | 9 |
| May 2022 | $571M | 395 | 12 | 9 |
| June 2021 | $425M | 370 | 12 | 2 |
Besides its headquarters, Market Street Wealth Management Advisors has 7 offices (6 private residences, listed without an address), with 2 listed addresses in Indiana.
Indiana · 2 listed addresses
- 3105 E 98th Street, Suite 170, IndianapolisHQ
- 120 South Green Street, Crawfordsville
Contact and registration details
- Legal name
- Market Street Wealth Management Advisors, LLC
- Headquarters
- 3105 E 98th Street, Suite 170, Indianapolis, IN 46280
- Website
- mswma.com
- Phone
- 317-552-0505
- SEC file
- 801-62577
- Founded
- 2001
- Structure
- Indiana LLC
- Fiscal year end
- December
Market Street Wealth Management Advisors uses Charles Schwab ($717M) as custodian for its separately managed accounts. Market Street Wealth Management Advisors has custody of $42.7M in client assets for 66 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $717M100%
At year end, Market Street Wealth Management Advisors’ separately managed accounts were mostly in funds (84%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $703M across 120 positions; the largest are Dimensional ETF Trust (9.6%), Dimensional ETF Trust (8.6%) and Dimensional ETF Trust (7.2%).
What the accounts hold
- Stocks12%
- Funds84%
- Cash4%
Reported 13F holdings
- $703M
- Reported 13F value
- 120
- Positions
- 58.3%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Dimensional ETF Trust · Core Fixe IN ETF9.6%
- Dimensional ETF Trust · Shor Dur Fix ETF8.6%
- Dimensional ETF Trust · US High Prof ETF7.2%
- SPDR Series Trust · ST Str P500etf6.6%
- Dimensional ETF Trust · Intl Cor Fix ETF5.6%
- Vanguard Index Fds · Value ETF4.4%
- Dimensional ETF Trust · Intl Core Equity4.3%
- Dimensional ETF Trust · Emgr Cre EQT Mng4.3%
- Dimensional ETF Trust · US Small Cap ETF4.2%
- Vanguard Index Fds · Growth ETF3.6%
Together, the ten largest are 58.3% of reported value.
How many clients does Market Street Wealth Management Advisors have?
Market Street Wealth Management Advisors has 427 clients and manages $776 million for them, as of May 2026. They include 222 individual clients, 200 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Market Street Wealth Management Advisors offer?
Market Street Wealth Management Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Market Street Wealth Management Advisors charge?
Market Street Wealth Management Advisors charges 0.35%–1.30% a year for its Wealth Management. The fee is billed in arrears and has a $6,500 annual minimum.
Source: SEC FORM ADV FIRM BROCHURE 2019-09, filed 14 October 2026
Which custodians does Market Street Wealth Management Advisors use?
Market Street Wealth Management Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $717M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026
How many financial advisors does Market Street Wealth Management Advisors have?
Market Street Wealth Management Advisors has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Market Street Wealth Management Advisors invest in?
At the end of its last fiscal year, Market Street Wealth Management Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Market Street Wealth Management Advisors?
Market Street Wealth Management Advisors’ direct owners are Kevin Ervin, Jessica Bokhart, Kyle Thompson, Katie Fischer, Patrick Roberts, Aaron Williams and Austin Angel, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Market Street Wealth Management Advisors get paid?
Market Street Wealth Management Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Market Street Wealth Management Advisors registered with the SEC?
Yes, Market Street Wealth Management Advisors has been registered with the SEC as an investment adviser since 2 January 2004. Its CRD number is 122212 and its SEC file number is 801-62577.
Source: Form ADV Part 1A, Item 1, filed 20 May 2026; IAPD firm record
How do I contact Market Street Wealth Management Advisors?
Market Street Wealth Management Advisors’ main office is at 3105 E 98th Street, Suite 170, Indianapolis, IN 46280. Its phone number is 317-552-0505. Its website is mswma.com.