# Santefort Investment Group, LLC

> Santefort Investment Group, LLC is a state-registered investment advisory firm in Schererville, IN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 292727
- Filed as: SANTEFORT INVESTMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Schererville, IN
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292727
- AdvisorCensus page: https://advisorcensus.com/firm/santefort-investment-group-llc-schererville-in-292727

## Quick answers

**How is Santefort Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Santefort Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Santefort Investment Group, LLC located?**
Santefort Investment Group, LLC's principal office is in Schererville, IN, according to its Form ADV.

**Is Santefort Investment Group, LLC registered with the SEC or a state?**
Santefort Investment Group, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292727.

**How much does Santefort Investment Group, LLC manage?**
Santefort Investment Group, LLC reports $108,076,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Santefort Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (377); high net worth individuals (79).

**Does Santefort Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292727

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $108,076,000
- Discretionary: $108,076,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 377 | $41,365,000 |
| High net worth individuals | 79 | $66,711,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Santefort Investment Group, LLC (CRD 292727): Form ADV filing data as of October 2026.