PF
Procourse Fiduciary Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 164328
· SEC file 801-76741
· Carmel, IN
·
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $5.5B
- Discretionary
- $1.8B
- Clients
- 193
- Avg AUM / client
- $28.5M
- Accounts
- 303
- Employees
- 11
AUM over time
$0
$5.5B
May 2012
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $5.7M | 0.1% |
| High net worth individuals | 21 | $75.5M | 1.37% |
| Pension and profit sharing plans | 153 | $5.4B | 98.0% |
| Other | 1 | $27.1M | 0.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brea Nicole Morrison Dantin | Chief Operations Officer | May 2012 (14y) | Less than 5% | |
| Douglas Glen Prince | Chief Executive Officer/Chief Investment Officer | May 2012 (14y) | Less than 5% | |
| Gross, Bryan, James | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Jeffrey K Prince | Registered representative | Jun 2012 (14y) | ||
| Chase Sanders | Registered representative | Oct 2019 (7y) | ||
| Paul Anthony Donahue | Registered representative | CFP | Feb 2020 (6y) | |
| Scott Thomas Bilyou | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mj Insurance | Owner | Dec 2021 | A | 75% or more |
| Mhb Business Trust | Shareholder Voting A Shares | Sep 2001 | B | ≈ 56.25% – 100% via Mj Insurance |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mhb Business Trust: 75% – 100% of Mj Insurance × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (35)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Indiana Farm Bureau Companies Employees' 401(k) Savings Plan | United Farm Family Life Insurance | 1,341 | $291M | 01/01/2024 |
| Bane Welker Equipment, Llc 401(k) Plan | Bane Welker Equipment, Llc | 279 | $17.9M | 01/01/2024 |
| Syndicate Sales Inc. Team Members' 401(k) Plan | Syndicate Sales Inc. | 211 | $12.4M | 01/01/2024 |
| The Villages Of Indiana Retirement Plan | The Villages Of Indiana Inc. | 313 | $9.7M | 01/01/2024 |
| Project Lead The Way 403 B Plan | Project Lead The Way Inc. | 287 | $40.9M | 01/01/2024 |
| Valley Oaks Health 401(k) Retirement Plan | Valley Oaks Health, Inc. | 431 | $31.9M | 01/01/2024 |
| Harrison Profit Sharing And Retirement Plan | The Harrison Steel Castings Company | 419 | $30.7M | 01/01/2024 |
| Metal Powder Products, Llc Washington Street Hourly Employees Retirement Plan | Metal Powder Products, Llc | 64 | $2.5M | 01/01/2024 |
| Jennie Stuart Medical Center 403(b) Plan | Jennie Stuart Medical Center | 1,141 | $40.9M | 01/01/2024 |
| United Way Of Central Indiana Inc. Retirement Plan | United Way Of Central Indiana Inc. | 121 | $6.8M | 01/01/2024 |
| Indiana Spine Group, P.C. Retirement Savings Plan | Indiana Spine Group, P.C. | 179 | $36.7M | 01/01/2024 |
| Strada Education Foundation, Inc. Savings Investment Plan | Strada Education Foundation, Inc. | 1,169 | $87.8M | 01/01/2024 |
| Goodwill Of Central And Southern Indiana Inc. Discretionary Contribution Thrift Plan | Goodwill Of Central And Southern Indiana Inc. | 2,855 | $24.1M | 01/01/2024 |
| Metal Powder Products 401(k) Plan | Metal Powder Products, Llc | 529 | $29.9M | 01/01/2024 |
| Goodwill Of Central And Southern Indiana Inc. Employee Retirement Savings Plan | Goodwill Of Central And Southern Indiana Inc. | 4,935 | $31.1M | 01/01/2024 |
| Orthopaedics Indianapolis, Inc. Profit Sharing & 401(k) Plan | Orthoindy | 1,138 | $229M | 01/01/2024 |
| Fna & Subsidiaries 401(k) Plan | Futaba North America Engineering And Marketing Corporation | 1,670 | $41.9M | 01/01/2024 |
| Ontario Systems, Llc 401(k) Plan | Ontario Systems, Llc | 331 | $72.1M | 01/01/2024 |
| Wiser Plan Walker Information Savings Employee Retirement Plan | Walker Information, Inc. | 124 | $30.1M | 01/01/2024 |
| I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust | I.B.E.W. Local 855 Defined Contribution Pension Trust Fund | 296 | $24.6M | 01/01/2024 |
| Tol 401(k) Retirement Plan | Sci Acquisition Co., Inc. | 431 | $5.3M | 01/01/2024 |
| Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers | Frost Brown Todd Llp | 436 | $179M | 01/01/2024 |
| Frost Brown Todd Llp Retirement Savings Plan | Frost Brown Todd Llp | 661 | $330M | 01/01/2024 |
| Fullbeauty Brands, Inc. Savings And Retirement Plan | Fullbeauty Brands, Inc. | 1,197 | $123M | 01/01/2024 |
| United Animal Health, Inc. 401(k) Plan | United Animal Health, Inc. | 321 | $71.7M | 01/01/2024 |
Top 25 of 35 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $2.4B (44% of AUM) Mar 2026
- Empower Retirement $825M (15% of AUM) Mar 2026
- Charles Schwab & Co. $7.3M (0% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗