{
  "crd_number": 339197,
  "slug": "storen-financial-zionsville-in-339197",
  "primary_business_name": "STOREN FINANCIAL",
  "legal_name": "STOREN LEGACY PARTNERS, LLC",
  "dbas": [],
  "city": "Zionsville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 438267419.0,
  "raum_discretionary": 438267419.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 64094.0,
      "count": 1
    },
    "individuals": {
      "raum": 227621684.0,
      "count": 771
    },
    "pension_profit_sharing": {
      "raum": 2856267.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 204830341.0,
      "count": 93
    },
    "corporations_other_businesses": {
      "raum": 2895033.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "IN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/StorenFinancial",
    "https://linkedin.com/company/storenfinancialgroup",
    "https://storenfinancial.com",
    "https://x.com/StorenTaxes",
    "https://youtube.com/channel/UC2o-Q-JsJlGfm1YE94ToIRA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339197",
  "city_as_filed": "ZIONSVILLE",
  "url": "https://advisorcensus.com/firm/storen-financial-zionsville-in-339197",
  "display_name": "Storen Financial",
  "summary": "Storen Financial is an SEC-registered investment advisory firm in Zionsville, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. Storen Financial (CRD 339197): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Storen Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Storen Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Storen Financial located?",
      "a": "Storen Financial's principal office is in Zionsville, IN, according to its Form ADV."
    },
    {
      "q": "Is Storen Financial registered with the SEC or a state?",
      "a": "Storen Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339197."
    },
    {
      "q": "How much does Storen Financial manage?",
      "a": "Storen Financial reports $438,267,419 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Storen Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (771); high net worth individuals (93); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Storen Financial use?",
      "a": "Storen Financial'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."
    },
    {
      "q": "Does Storen Financial 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/339197"
    },
    {
      "q": "What changed in Storen Financial's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $438,267,419.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CO, FL, TX."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "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/storen-financial-zionsville-in-339197.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 771,
      "fewer_than_5": false,
      "raum": 227621684.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 204830341.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2856267.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 64094.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2895033.0
    }
  ],
  "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/339197",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}