Data / Investment advisers / Indiana / US Agriculture
US Agriculture, Carmel, IN: $759 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
US Agriculture is an SEC registered investment adviser with its main office in Carmel, Indiana and reports $759 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include state and municipal governments, pooled investment vehicles and other investment advisers. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch US Agriculture (CRD number 282576): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282576
- SEC file number
- 801-107401
- SEC status
- Approved, effective March 17, 2016
- Legal name
- US Agriculture, LLC
- Main office
- 12821 E. New Market St. Suite 200, Carmel, IN 46032
- Phone
- (317) 678-0700
- Regulatory AUM
- $759,134,626 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $676,332,948
- Non discretionary AUM
- $82,801,678
- Accounts
- 4
- Employees
- 14, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $258,856,478
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 2 | $417.5 million |
| Pooled investment vehicles | 1 | $258.9 million |
| Other investment advisers | 1 | $82.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $759.1 million | March 12, 2026 |
| December 1, 2025 | $750 million | March 24, 2025 |
Other advisers in Carmel
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Shepherd Financial | Carmel | $7.47 billion | 2 | adviserinfo.sec.gov |
| MJ Retirement | Carmel | $5.49 billion | Not listed | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | $4.51 billion | Not listed | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | $3.97 billion | 1 | adviserinfo.sec.gov |
| Archer Investment Corporation | Carmel | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Halter Ferguson Financial Inc | Carmel | $705 million | 1 | adviserinfo.sec.gov |
| The Financial Resource Center | Carmel | $642.5 million | Not listed | adviserinfo.sec.gov |
| Cid Capital II, Inc. | Carmel | $515.8 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Carmel, IN
- Investment advisers in Indiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- US Agriculture on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.