{
  "crd_number": 333298,
  "slug": "strive-financial-group-llc-carmel-in-333298",
  "primary_business_name": "STRIVE FINANCIAL GROUP, LLC",
  "legal_name": "STRIVE FINANCIAL GROUP, LLC",
  "dbas": [
    "FIREFIGHTER FINANCIAL ADVISOR"
  ],
  "city": "Carmel",
  "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": "2024-10-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 246692286.0,
  "raum_discretionary": 238524507.0,
  "raum_non_discretionary": 8167779.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 102000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 143265246.0,
      "count": 660
    },
    "pension_profit_sharing": {
      "raum": 3000812.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 98250175.0,
      "count": 109
    },
    "corporations_other_businesses": {
      "raum": 2074053.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "MI",
    "MT",
    "OH",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://firefighterfinancialadvisor.com",
    "https://strivefg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333298",
  "city_as_filed": "CARMEL",
  "url": "https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298",
  "display_name": "Strive Financial Group, LLC",
  "summary": "Strive Financial Group, LLC is an SEC-registered investment advisory firm in Carmel, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Strive Financial Group, LLC (CRD 333298): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Strive Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strive Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does Strive Financial Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 states: Flat fee: $250 to $10,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strive Financial Group, LLC located?",
      "a": "Strive Financial Group, LLC's principal office is in Carmel, IN, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strive Financial Group, LLC registered with the SEC or a state?",
      "a": "Strive Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333298."
    },
    {
      "q": "How much does Strive Financial Group, LLC manage?",
      "a": "Strive Financial Group, LLC reports $246,692,286 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary)."
    },
    {
      "q": "How have Strive Financial Group, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Strive Financial Group, LLC: Regulatory assets under management: $188,000,000 in the October 2025 data and $246,692,286 in the October 2026 data, up 31%. Total employees: 5 in October 2025 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strive Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (660); high net worth individuals (109)."
    },
    {
      "q": "Which custodians does Strive Financial Group, LLC use?",
      "a": "Strive Financial Group, 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."
    },
    {
      "q": "Does Strive Financial Group, 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/333298"
    },
    {
      "q": "Does Strive Financial Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 says: \"SFG does not require a minimum to open or maintain an account.\""
    },
    {
      "q": "What changed in Strive Financial Group, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 8 to 9. Added an office in Green Bay, WI."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 188000000.0,
      "total_employees": 5,
      "filing_date": "2025-06-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 246692286.0,
      "total_employees": 12,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Added an office in Green Bay, WI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $188,000,000 to $246,692,286 (+31%).",
        "Employees performing advisory functions went from 6 to 8."
      ]
    },
    {
      "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 July 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250 to $10,000 (consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SFG does not require a minimum to open or maintain an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $10,000 (consulting services)"
        ],
        "quotes": [
          "SFG charges a fixed fee ranging between $250 to $10,000 based on complexity and unique Client needs for consulting services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "consulting services"
        }
      ]
    },
    "quotes": [
      "SFG does not require a minimum to open or maintain an account.",
      "SFG charges a fixed fee ranging between $250 to $10,000 based on complexity and unique Client needs for consulting services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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/strive-financial-group-llc-carmel-in-333298.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 660,
      "fewer_than_5": false,
      "raum": 143265246.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 109,
      "fewer_than_5": false,
      "raum": 98250175.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3000812.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 102000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2074053.0
    }
  ],
  "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/333298",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}