# Storehouse Financial LLC

> 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.

- CRD: 140738
- Filed as: STOREHOUSE FINANCIAL LLC
- Also doing business as: STOREHOUSE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140738
- AdvisorCensus page: https://advisorcensus.com/firm/storehouse-financial-llc-fort-worth-tx-140738

## Quick answers

**How is Storehouse Financial LLC compensated?**
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.

**Where is Storehouse Financial LLC located?**
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).

**Is Storehouse Financial LLC registered with the SEC or a state?**
Storehouse Financial LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 140738.

**How much does Storehouse Financial LLC manage?**
Storehouse Financial LLC reports $240,390,695 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Storehouse Financial LLC's assets and staff changed since 2021?**
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.

**What types of clients does Storehouse Financial LLC serve?**
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).

**Which custodians does Storehouse Financial LLC use?**
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.

**Does Storehouse Financial 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/140738

**Does Storehouse Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Storehouse Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $207,903,023 to $240,390,695 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Invest LLC
- 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: $240,390,695
- Discretionary: $240,390,695
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,290 | $161,781,336 |
| High net worth individuals | 40 | $76,521,956 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $546,938 |
| Charitable organizations | 3 | $243,597 |
| Corporations or other businesses not listed above | 9 | $1,296,868 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, KS, LA, MO, NC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Granbury, TX
- Weatherford, TX

### Websites listed on Form ADV (Item 1.I)
- storehousefinancial.com
- Facebook @storehousellc
- LinkedIn @storehouse-financial-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,706,146 | 4 | September 10, 2021 |
| October 2022 | $119,576,759 | 4 | July 11, 2022 |
| October 2023 | $133,785,000 | 4 | March 29, 2023 |
| October 2024 | $174,057,891 | 4 | July 9, 2024 |
| October 2025 | $207,903,023 | 5 | July 2, 2025 |
| October 2026 | $240,390,695 | 6 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $207,903,023 to $240,390,695 (+16%).

### December 2025
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Storehouse Financial LLC (CRD 140738): Form ADV filing data as of October 2026.