Elizabeth Marie Brunson
Investment Adviser Representative at Index FUND Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Marie Brunson is an investment adviser representative with Index FUND Advisors, Inc. in Irvine, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Murphy, Murphy, and Murphy CPAsNov 2019 – Mar 2020Cypress, CA
- BDOJul 2022 – Aug 2022Costa Mesa, CA
- CSUF Accounting School - Managerial Auditing JournalAug 2021 – May 2023Fullerton, CA
- Diocese of OrangeSep 2022 – Mar 2023Garden Grove, CA
- Grant ThorntonJun 2023 – Aug 2023Newport Beach, CA
- Grant ThorntonJun 2024 – Jun 2024Newport Beach, CA
- Index Fund AdvisorsJul 2024 – Apr 2025Irvine, CA
- Index Fund AdvisorsApr 2025 – no end date reportedIrvine, CA
- High SchoolApr 2015 – Jun 2019Irvine, CA
- Irvine Valley CollegeAug 2019 – Aug 2021Irvine, CA
- California State University, FullertonAug 2021 – May 2023Fullerton, CA
- University of California, IrvineAug 2023 – May 2024Irvine, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Index FUND Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $100,000
- First $500,0000.90%
- Next $500,0000.75%
- Next $1,000,0000.60%
- Next $2,000,0000.45%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Irvine, CA
- SEC file number:
- 801-57978
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Index FUND Advisors, Inc.
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Marie Brunson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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