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Stephen Paul Carr

Peloton Capital Management

Indianapolis, IN

CRD 2784322

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Employer firm

Peloton Capital Management CRD 109775

$282M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • MANAGEMENT OF 401(K)S OR OTHER CO. RETIREMENT PLANS; GENERAL ASSISTANCE WITH 529 COLLEGE SAVINGS PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Peloton Capital Management

8500 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-17
IN RA APPROVED 2011-12-09
  • FL RA
    APPROVED
    Since 2026-02-17
  • IN RA
    APPROVED
    Since 2011-12-09

Branch Locations

8500 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peloton Wealth Strategists Bloomington IN 01/2010 Present
  • 01/2010 → Present
    Peloton Wealth Strategists
    Bloomington, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-09
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S65 Uniform Investment Adviser Law Examination
    1998-02-09
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19

View on SEC IAPD

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