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Peloton Capital Management

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Client assets under management

$278,745,451

Clients

138

100% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

46

Typical

Average account size

$2,019,895

About

Peloton Capital Management serves primarily high‑net‑worth individuals and households as well as a range of institutional clients, including corporate pension and profit‑sharing plans, foundations, and private investment funds. The firm provides fully discretionary portfolio management across several managed strategies and offers flat‑fee financial planning through its Roadmap service, in addition to advising employer‑sponsored retirement accounts.

Investment decisions are made by a small Investment Committee that meets regularly and implements portfolios on a discretionary basis, with individual accounts reviewed roughly 12–15 times per year. Strategies emphasize exchange‑traded funds, predictive‑momentum factor‑based trading, and an equity‑income sleeve (the brochure notes Equity‑Income yields exceed the S&P 500), with managed models limited to a small number of ETF or equity positions and fully customized portfolios offered for larger or retirement‑focused households.

Peloton’s profile is notable for its involvement in private‑fund activity: the firm’s principals own an entity that acts as general partner and adviser to the Peloton Tactical Equity Fund, LP, a private investment fund. The firm also delivers regular detailed portfolio reports that include multi‑period performance, makes its Brochure and ongoing disclosure materials available on its website, and concentrates its clientele on high‑net‑worth and institutional accounts rather than lower‑net‑worth retail individuals.

Client services

Financial planning Portfolio management Newsletters or periodicals
Management of 401(k)s or other co. retirement plans; general assistance with 529 college savings plans

Expertise

Active portfolio management Passive / index investing

Fee options

Fixed

Flat fee for Road Map financial planning services

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%

Project-based

Fees may be negotiated based on hourly rate for advisory services without managed accounts

Other

Account minimum: $100,000 Fee-only: Flat fee for Road Map financial planning services; hourly fees may be negotiated for advisory services without managed accounts

Main office location

Peloton Capital Management

8500 Keystone Crossing, Suite 450

Indianapolis IN 46240, United States

Number of offices

1

Most active in

More info

Florida · Indiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 317-559-1700

Advisors at this firm

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user avatar

David M

Series 63, Series 65

Indianapolis, IN

Peloton Capital Management

David Morrison is a financial advisor at Peloton Capital Management in Indianapolis, IN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pimco Investments LLC and PNC Bank. Morrison has been with Peloton Wealth Strategists, Inc. since 2019. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients, offering fully discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm manages a range of investment strategies and provides customized portfolio management, with investment decisions made by a committee that meets frequently and detailed quarterly reporting.

Active portfolio management Passive / index investing
user avatar

Stephen C

Series 63, Series 65

Indianapolis, IN

Peloton Capital Management

Stephen Carr is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Peloton Wealth Strategists since 2010. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, operating as a fee-only registered investment adviser with a focus on detailed reporting and multi-account management for larger clients.

Active portfolio management Passive / index investing
user avatar

Matthew B

Series 65

Indianapolis, IN

Peloton Capital Management

Matthew Bradley is a financial advisor at Peloton Capital Management in Indianapolis, IN, holding a Series 65 designation with 24 years of industry experience. He has been with Peloton Wealth Strategists since 2009. Peloton Capital Management serves private individuals, high-net-worth households, and institutional clients with fully discretionary portfolio management and a flat-fee financial planning service called Roadmap. The firm offers a range of investment strategies and custom-managed portfolios, employing an Investment Committee that meets regularly to guide decisions and providing detailed quarterly reporting.

Active portfolio management Passive / index investing
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