PELOTON CAPITAL MANAGEMENT

CRD 109775 · SEC 801-27200

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8500 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, 46240, United States

Phone

317-559-1700

Fax

317-324-0119

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$282.0M

Discretionary AUM

$282.0M

Team

4 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsMANAGEMENT OF 401(K)S OR OTHER CO. RETIREMENT PLANS; GENERAL ASSISTANCE WITH 529 COLLEGE SAVINGS PLANS

Client types

Type	Clients	AUM
High net worth individuals	138	$278.7M

States served

IN, TX, FL

All web addresses on file

HTTP://WWW.PELOTONWEALTH.COM
HTTP://WWW.PELOTONASSET.COM

Official SEC filing: View on IAPD