{
  "crd_number": 140738,
  "slug": "storehouse-financial-llc-fort-worth-tx-140738",
  "primary_business_name": "STOREHOUSE FINANCIAL LLC",
  "legal_name": "STOREHOUSE FINANCIAL LLC",
  "dbas": [
    "STOREHOUSE"
  ],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-09-29",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 240390695.0,
  "raum_discretionary": 240390695.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 243597.0,
      "count": 3
    },
    "individuals": {
      "raum": 161781336.0,
      "count": 1290
    },
    "pension_profit_sharing": {
      "raum": 546938.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 76521956.0,
      "count": 40
    },
    "corporations_other_businesses": {
      "raum": 1296868.0,
      "count": 9
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "KS",
    "LA",
    "MO",
    "NC",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/storehousellc",
    "https://linkedin.com/company/storehouse-financial-llc",
    "https://storehousefinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140738",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738",
  "display_name": "Storehouse Financial LLC",
  "summary": "Storehouse Financial LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Storehouse Financial LLC (CRD 140738): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Storehouse Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Storehouse Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "Where is Storehouse Financial LLC located?",
      "a": "Storehouse Financial LLC's principal office is in Fort Worth, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Storehouse Financial LLC registered with the SEC or a state?",
      "a": "Storehouse Financial LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 140738."
    },
    {
      "q": "How much does Storehouse Financial LLC manage?",
      "a": "Storehouse Financial LLC reports $240,390,695 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Storehouse Financial LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Storehouse Financial LLC: Regulatory assets under management: $108,706,146 in the October 2021 data and $240,390,695 in the October 2026 data, up 121%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Storehouse Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,290); high net worth individuals (40); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Storehouse Financial LLC use?",
      "a": "Storehouse Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Invest LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Storehouse Financial LLC report any disciplinary disclosures?",
      "a": "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/140738"
    },
    {
      "q": "Does Storehouse Financial LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"We do not have a minimum account size for our asset management services.\""
    },
    {
      "q": "What changed in Storehouse Financial LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $207,903,023 to $240,390,695 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 108706146.0,
      "total_employees": 4,
      "filing_date": "2021-09-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 119576759.0,
      "total_employees": 4,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 133785000.0,
      "total_employees": 4,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 174057891.0,
      "total_employees": 4,
      "filing_date": "2024-07-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 207903023.0,
      "total_employees": 5,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 240390695.0,
      "total_employees": 6,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $207,903,023 to $240,390,695 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size for our asset management services."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size for our asset management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Invest LLC",
      "name_as_filed": "AXOS INVEST LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1290,
      "fewer_than_5": false,
      "raum": 161781336.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 76521956.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 546938.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 243597.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1296868.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140738",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}