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HoldfolioInvestment advisor in Indianapolis, IN

Holdfolio is an investment advisor at 8063 Madison Ave #1140, Indianapolis, IN 46227, ranked #4 of 122 investment advisors in Indianapolis and rated 3.9 from 16 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Indianapolis, INUpdated 0 paid placements in any rankingHow we rank

Call (317) 210-3209Website ↗

Key facts

Key facts about Holdfolio
Address8063 Madison Ave #1140, Indianapolis, IN 46227Get directions
Phone(317) 210-3209
Websiteholdfolio.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.9 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Investment Advisorsmain specialtyGoogle main category
  • Financial Advisorsadditional Google category

Service area

Serves Indianapolis and 11 towns within 25 miles: Greenwood, Beech Grove, Franklin, Speedway, Lawrence, Broad Ripple, Plainfield, Avon, Fairfield Heights, Brownsburg and Shelbyville.

Based in Indianapolis, INView on map

Opening hours

Opening hours for Holdfolio
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Holdfolio

How is Holdfolio ranked in Indianapolis?

Holdfolio is ranked #4 of 122 investment advisors in Indianapolis by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Holdfolio’s hours?

Holdfolio is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holdfolio serve?

Serves Indianapolis and 11 towns within 25 miles: Greenwood, Beech Grove, Franklin, Speedway, Lawrence, Broad Ripple, Plainfield, Avon, Fairfield Heights, Brownsburg and Shelbyville. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Holdfolio?

Holdfolio has a rating of 3.9 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Holdfolio?

Call Holdfolio on (317) 210-3209. The business is at 8063 Madison Ave #1140, Indianapolis, IN 46227. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Holdfolio compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Holdfolio (this business)—693.9 (16)NoNo
American Note Buyers#2715.0 (14)NoNo16.5 mi
Peloton Capital Management#3695.0 (7)NoNo18.1 mi
Dustin Robbins-Modern Woodmen of America#5684.4 (7)——6.9 mi

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