# Strive Financial Group, LLC

> 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.

- CRD: 333298
- Filed as: STRIVE FINANCIAL GROUP, LLC
- Also doing business as: FIREFIGHTER FINANCIAL ADVISOR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333298
- AdvisorCensus page: https://advisorcensus.com/firm/strive-financial-group-llc-carmel-in-333298

## Quick answers

**How is Strive Financial Group, LLC compensated?**
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.

**How much does Strive Financial Group, LLC charge?**
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.

**Where is Strive Financial Group, LLC located?**
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).

**Is Strive Financial Group, LLC registered with the SEC or a state?**
Strive Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333298.

**How much does Strive Financial Group, LLC manage?**
Strive Financial Group, LLC reports $246,692,286 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary).

**How have Strive Financial Group, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Strive Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (660); high net worth individuals (109).

**Which custodians does Strive Financial Group, LLC use?**
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.

**Does Strive Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/333298

**Does Strive Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "SFG does not require a minimum to open or maintain an account."

**What changed in Strive Financial Group, LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 8 to 9. Added an office in Green Bay, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: None

> SFG does not require a minimum to open or maintain an account.

- Flat fee: $250 to $10,000 (consulting services)

> SFG charges a fixed fee ranging between $250 to $10,000 based on complexity and unique Client needs for consulting services.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $246,692,286
- Discretionary: $238,524,507
- Non-discretionary: $8,167,779

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 660 | $143,265,246 |
| High net worth individuals | 109 | $98,250,175 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,000,812 |
| Charitable organizations | Fewer than 5 | $102,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,074,053 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, MI, MT, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Green Bay, WI

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $188,000,000 | 5 | June 6, 2025 |
| October 2026 | $246,692,286 | 12 | July 10, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 8 to 9.
- Added an office in Green Bay, WI.

### April 2026
- Regulatory assets under management went from $188,000,000 to $246,692,286 (+31%).
- Employees performing advisory functions went from 6 to 8.

### 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. Strive Financial Group, LLC (CRD 333298): Form ADV filing data as of October 2026.