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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, MATTHEW, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLEY, SCOTT, GAYLORD | I | PRESIDENT | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | PRESIDENT | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | PRESIDENT | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | PRESIDENT | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | VICE PRESIDENT | D | Control |
| MORROW, PATRICK, BRIAN | I | VICE PRESIDENT | D | Control |
| MORROW, PATRICK, BRIAN | I | VICE PRESIDENT | D | Control |
| MORROW, PATRICK, BRIAN | I | VICE PRESIDENT | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER | D | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | CHIEF EXECUTIVE OFFICER AND OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| HOLLEY, SCOTT, GAYLORD | I | OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CHIEF OPERATING OFFICER AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| MORROW, PATRICK, BRIAN | I | CEO AND OWNER | C | Control |
| PENTZ, ERIN, N | I | OWNER & VICE PRESIDENT | B | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO | B | Control |
| PENTZ, ERIN, N | I | OWNER & VICE PRESIDENT | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO, CHIEF COMPLIANCE OFFICER | B | Control |
| PENTZ, ERIN, N | I | OWNER & CO-COO | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| SHADOWEN, CARSON, MICHAEL | I | PRESIDENT, CO-COO, AND OWNER | B | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| PENTZ, ERIN, N | I | CHIEF COMPLIANCE OFFICER AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
| SHADOWEN, CARSON, MICHAEL | I | VICE PRESIDENT AND OWNER | A | Control |
Registrations
Federal
IA
Sep 30, 2024 REGISTERED
Notice Filings (19)
AZ CA CO FL GA IL IN KY MI MO NC NE NH OH PA TN TX VA WI
Address
2920 EAST 96TH STREETINDIANAPOLIS, IN 46240
United States
Phone: 317-848-4744