Overview
Assets Under Management: $247 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 109
Average Client Assets: $0.9 million
Frequently Asked Questions
STRIVE FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333298), STRIVE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
STRIVE FINANCIAL GROUP, LLC is headquartered in CARMEL, IN.
STRIVE FINANCIAL GROUP, LLC serves 109 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, STRIVE FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STRIVE FINANCIAL GROUP, LLC manages $247 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, STRIVE FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.83%
Average Client Assets: $0.9 million
Total Client Accounts: 1,991
Discretionary Accounts: 1,990
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 333298
Filing ID: 2085515
Last Filing Date: 2026-03-27 15:47:05