Nyhart Consulting, LLC (Indianapolis)


Nyhart Consulting, LLC is an adviser based in Indianapolis. It manages $11.06 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.

Nyhart Consulting provides pension consulting services and hourly consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nyhart Consulting: assets under management

The assets under management (AUM) of Nyhart Consulting, LLC is $11.06 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.55 million in discretionary accounts and $3.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.52 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.51 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nyhart Consulting, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nyhart Consulting, LLC

Thomas Louis Totten has been acting as President since 1 Sep 2007. Lisa M. Hague joined the executive team most recently as the Treasurer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Incorporated The Howard E. Nyhart Company Sole member 1 Sep 2007 75% - 100% 350966414
Thomas Louis Totten President 1 Sep 2007 Other 5455745
Charles Dana Munsell Iii Secretary 1 Sep 2007 Other 5455748
Randolph Amilcar Gomez Vice president 1 Sep 2007 Other 5455753
Eric David Roberts Chief compliance officer 1 Sep 2007 Other 3174441
Lisa Anne Pethtel Treasurer 1 Sep 2007 Other 5463022
Lisa M. Hague Treasurer 1 Apr 2011 Other 5927198

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
First Bankers Trust Services Trustee of employee stock ownership plan 1 Jul 1996 75% - 100% 351816945

Based in Indianapolis

The principal office where Nyhart Consulting, LLC performs its advisory services is located at 8415 Allison Pointe Blvd., Indianapolis, IN 46250, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-845-3500 or by fax 317-845-3650. The normal business hours are 8am-5pm on Monday - Friday.