STRATEGIC BENEFIT CONSULTANTS, INC.
Legal name: SBC WEALTH MANAGEMENT
CRD #122433 SEC #801-78108 INDIANAPOLIS, IN 317-848-4744
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
14
Clients
11
Accounts
3,047
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $1B | $1B | $3.1M | 14 | 11 |
| Mar 2024 | $1B | $1B | $3.1M | 14 | 11 |
| Sep 2023 | $878.3M | $875.5M | $2.9M | 18 | 24 |
| Jul 2023 | $878.3M | $875.5M | $2.9M | 18 | 24 |
| Jul 2023 | $878.3M | $875.5M | $2.9M | 18 | 24 |
| Mar 2023 | $878.3M | $875.5M | $2.9M | 18 | 24 |
| Mar 2023 | $1B | $1B | $3.2M | 15 | 65 |
| Jun 2022 | $1B | $1B | $3.2M | 15 | 65 |
| Mar 2022 | $1B | $1B | $3.2M | 15 | 65 |
| Jul 2021 | $827.4M | $824.4M | $3M | 15 | 65 |
| Jul 2021 | $827.4M | $824.4M | $3M | 15 | 65 |
| Mar 2021 | $827.4M | $824.4M | $3M | 15 | 65 |
| Jul 2020 | $688.6M | $688.6M | $0 | 14 | 65 |
| Jun 2020 | $688.6M | $688.6M | $0 | 14 | 65 |
| Mar 2020 | $688.6M | $688.6M | $0 | 14 | 65 |
| Mar 2019 | $534.6M | $534.6M | $0 | 13 | 55 |
| Jun 2018 | $503.3M | $503.3M | $0 | 12 | 45 |
| May 2018 | $503.3M | $503.3M | $0 | 11 | 45 |
| May 2018 | $503.3M | $503.3M | $0 | 11 | 45 |
| Mar 2018 | $503.3M | $503.3M | $0 | 11 | 45 |
| Sep 2017 | $414.5M | $414.5M | $0 | 10 | 525 |
| Aug 2017 | $414.5M | $414.5M | $0 | 10 | 525 |
| Mar 2017 | $414.5M | $414.5M | $0 | 10 | 525 |
| Oct 2016 | $353.4M | $353.4M | $0 | 10 | 525 |
| Jul 2016 | $353.4M | $353.4M | $0 | 10 | 525 |
| Mar 2016 | $353.4M | $353.4M | $0 | 10 | 525 |
| Feb 2015 | $336.7M | $336.7M | $0 | 8 | 525 |
| Mar 2014 | $287.1M | $287.1M | $0 | 8 | 500 |
| Jan 2014 | $247.5M | $247.5M | $0 | 7 | 400 |
| Oct 2013 | $247.5M | $247.5M | $0 | 7 | 400 |
| May 2013 | $247.5M | $247.5M | $0 | 7 | 400 |
DateSep 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$3.1M
Employees14
Clients11
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$3.1M
Employees14
Clients11
DateSep 2023
Total AUM$878.3M
Discretionary$875.5M
Non-Disc.$2.9M
Employees18
Clients24
DateJul 2023
Total AUM$878.3M
Discretionary$875.5M
Non-Disc.$2.9M
Employees18
Clients24
DateJul 2023
Total AUM$878.3M
Discretionary$875.5M
Non-Disc.$2.9M
Employees18
Clients24
DateMar 2023
Total AUM$878.3M
Discretionary$875.5M
Non-Disc.$2.9M
Employees18
Clients24
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees15
Clients65
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees15
Clients65
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees15
Clients65
DateJul 2021
Total AUM$827.4M
Discretionary$824.4M
Non-Disc.$3M
Employees15
Clients65
DateJul 2021
Total AUM$827.4M
Discretionary$824.4M
Non-Disc.$3M
Employees15
Clients65
DateMar 2021
Total AUM$827.4M
Discretionary$824.4M
Non-Disc.$3M
Employees15
Clients65
DateJul 2020
Total AUM$688.6M
Discretionary$688.6M
Non-Disc.$0
Employees14
Clients65
DateJun 2020
Total AUM$688.6M
Discretionary$688.6M
Non-Disc.$0
Employees14
Clients65
DateMar 2020
Total AUM$688.6M
Discretionary$688.6M
Non-Disc.$0
Employees14
Clients65
DateMar 2019
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees13
Clients55
DateJun 2018
Total AUM$503.3M
Discretionary$503.3M
Non-Disc.$0
Employees12
Clients45
DateMay 2018
Total AUM$503.3M
Discretionary$503.3M
Non-Disc.$0
Employees11
Clients45
DateMay 2018
Total AUM$503.3M
Discretionary$503.3M
Non-Disc.$0
Employees11
Clients45
DateMar 2018
Total AUM$503.3M
Discretionary$503.3M
Non-Disc.$0
Employees11
Clients45
DateSep 2017
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients525
DateAug 2017
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients525
DateMar 2017
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees10
Clients525
DateOct 2016
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees10
Clients525
DateJul 2016
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees10
Clients525
DateMar 2016
Total AUM$353.4M
Discretionary$353.4M
Non-Disc.$0
Employees10
Clients525
DateFeb 2015
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees8
Clients525
DateMar 2014
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees8
Clients500
DateJan 2014
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees7
Clients400
DateOct 2013
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees7
Clients400
DateMay 2013
Total AUM$247.5M
Discretionary$247.5M
Non-Disc.$0
Employees7
Clients400