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FI3 FINANCIAL ADVISORS, LLC
CRD 168005 · SEC 801-113218
8900 KEYSTONE CROSSING, SUITE 225, INDIANAPOLIS, IN, 46240, United States
Phone
317-426-8800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$975.3M
Team
21 total employees; 21 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF CLIENT NET WORTH
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $30.2M |
| High net worth individuals | 183 | $1.07B |
| Pension/profit sharing plans | 2 | $8.2M |
| Charitable organizations | 7 | $26.6M |
| Corporations/business entities | 3 | $3.8M |
States served
GA, IL, IN, NV, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD