Peloton Wealth Strategists, Inc.

Peloton Capital Management is a registered investment advisor based in Indianapolis, Indiana, established in 1984 as Elliott & Associates. The firm offers fully discretionary capital management services through two main business segments: Investment Management and Private Client Group. Their primary investment strategies include Small-Cap Growth, Mid-Cap Growth, Large-Cap Growth, and Equity-Income, with a focus on long-term capital appreciation and current income from dividends. Portfolios typically consist of 18-25 positions and are best suited for accounts larger than $100,000. Peloton is a fee-only RIA, charging fees based on assets under management (AUM). The fee structure ranges from 1.00% for up to $1,000,000 AUM to 0.55% for over $10,000,000 AUM, with discounts for not-for-profit entities. Additionally, the firm offers financial planning services for a flat fee. Peloton does not charge performance-based fees and acts as a fiduciary, providing services to various types of clients, including private individuals, high net worth households, and institutional entities. The firm's investment strategies are based on fundamental securities analysis, macroeconomic analysis, and the use of exchange-traded funds (ETFs) for diversification. Clients have investment discretion, and Peloton does not vote proxies on behalf of clients. The firm does not maintain custody of client assets, which are held by third-party custodians. Peloton's professionals, including Matthew K. Bradley, Stephen P. Carr, and David W. Morrison, have extensive educational backgrounds and experience in the financial industry, ensuring high ethical standards and comprehensive knowledge in providing investment advice.