# Fnex Wealth, LLC

> Fnex Wealth, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 334569
- Filed as: FNEX WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334569
- AdvisorCensus page: https://advisorcensus.com/firm/fnex-wealth-llc-indianapolis-in-334569

## Quick answers

**How is Fnex Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fnex Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Fnex Wealth, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fnex Wealth, LLC located?**
Fnex Wealth, LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Fnex Wealth, LLC registered with the SEC or a state?**
Fnex Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334569.

**How much does Fnex Wealth, LLC manage?**
Fnex Wealth, LLC reports $122,310,488 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Fnex Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Fnex Wealth, LLC: Regulatory assets under management: $102,100,000 in the October 2025 data and $122,310,488 in the October 2026 data, up 20%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fnex Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (26); investment companies (1).

**Which custodians does Fnex Wealth, LLC use?**
Fnex Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fnex Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334569

**What changed in Fnex Wealth, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $102,100,000 to $122,310,488 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Asset-based fee: 1% of assets a year

> Our standard fee for separately-managed accounts is 1.0% per annum billed to the client on a quarterly basis in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,310,488
- Discretionary: $122,263,863
- Non-discretionary: $46,625

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,111,454 |
| High net worth individuals | 26 | $112,024,170 |
| Investment companies | 1 | $23,477 |
| Charitable organizations | 1 | $151,387 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fnexwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,100,000 | 2 | July 16, 2025 |
| October 2026 | $122,310,488 | 2 | April 1, 2026 |

Regulatory assets under management: $102,100,000 in the October 2025 data and $122,310,488 in the October 2026 data, up 20%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $102,100,000 to $122,310,488 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fnex Wealth, LLC (CRD 334569): Form ADV filing data as of October 2026.