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STRIVE FINANCIAL GROUP, LLC
CRD 333298 · SEC 801-131400
10201 N. ILLINOIS STREET, SUITE 325, CARMEL, IN, 46290, United States
Phone
(317) 590-0146
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.7M
Discretionary AUM
$238.5M
Team
12 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 660 | $143.3M |
| High net worth individuals | 109 | $98.3M |
States served
CA, CO, IL, IN, MI, MT, OH, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD