Institutional
    SEC Registered

    40/86 Advisors, Inc.

    Registered investment advisor · Carmel, Indiana · CRD #107740

    Assets Under Management
    $30.5B
    Client Accounts
    13
    Employees
    84
    CRD Number
    107740
    Registration
    SEC Registered
    Custodian
    Northern Trust

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About 40/86 Advisors, Inc.

    40|86 Advisors, Inc. is a fixed income investment advisor based in Carmel, Indiana, and a wholly-owned subsidiary of CNO Financial Group, Inc. The firm manages approximately $29 billion in assets and specializes in fixed income portfolio management. It primarily serves affiliated insurance companies within the CNO Financial Group, utilizing disciplined portfolio structuring and thorough security analysis to create value for its clients. The company offers a range of investment advisory services

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for 40/86 Advisors, Inc.

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    Frequently Asked Questions

    What is 40/86 Advisors, Inc.'s AUM?

    40/86 Advisors, Inc. reports approximately $30.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is 40/86 Advisors, Inc. headquartered?

    40/86 Advisors, Inc. is headquartered in Carmel, Indiana.

    What is 40/86 Advisors, Inc.'s CRD number?

    40/86 Advisors, Inc.'s CRD number is 107740. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does 40/86 Advisors, Inc. manage?

    40/86 Advisors, Inc. manages approximately 13 client accounts according to its latest SEC filing.

    Is 40/86 Advisors, Inc. SEC registered?

    Yes, 40/86 Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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