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40/86 ADVISORS, INC.
CRD 107740 · SEC 801-17857
11299 ILLINOIS STREET, SUITE 200, CARMEL, IN, 46032, United States
Phone
317-817-4086
Fax
317-817-5039
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.50B
Discretionary AUM
$30.50B
Team
84 total employees; 84 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $298.8M |
| Insurance companies | 7 | $29.78B |
| Corporations/business entities | 3 | $412.9M |
States served
IN
All web addresses on file
Official SEC filing: View on IAPD