# PRECEDENT FINANCIAL STRATEGIES

PRECEDENT FINANCIAL STRATEGIES is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/5222197

## Regulatory record

- **CRD number:** 169100
- **SEC file number:** 801-135830
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169100

## About

PRECEDENT FINANCIAL STRATEGIES is an SEC-registered investment adviser in INDIANAPOLIS, IN, registered since 2026. The firm manages approximately $111 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Precedent Financial Strategies?

No named principals or investment professionals are publicly associated with Precedent Financial Strategies. The firm does not list a management team on any available website, LinkedIn profile, or public record. Without such disclosure, the decision-making structure cannot be identified.

### What investment strategy does Precedent Financial Strategies follow?

Precedent Financial Strategies does not publicly describe its investment strategy. No information about target asset classes, geographic focus, or deal structures is available in public sources. This makes external characterization of its portfolio or preferences impossible.

### Does Precedent Financial Strategies have any public portfolio holdings?

No portfolio companies, real estate assets, or fund commitments are publicly associated with Precedent Financial Strategies. The firm has not disclosed any direct or indirect investments. Public records yield no significant holdings or deal history.

### What sectors or industries does Precedent Financial Strategies focus on?

The firm does not publicly state any sector preferences, industry focus areas, or investment themes. Without such disclosure, it is not possible to determine whether they target technology, real estate, private credit, or other asset classes.

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Last updated: 2026-07-06T01:24:23.596Z

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