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Strive Financial Group, LLC

● SEC registered since 2024CRD 333298SEC# 801-131400Carmel, IN
Export (members)
Reg. AUM
$188M
Employees
5
Accounts
1,765
Location
Carmel, IN

Strive Financial Group, LLC assets under management

Strive Financial Group, LLC operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2024. It reports $188 million in regulatory assets under management and employs 5 people.

Strive Financial Group, LLC owners & executives

5 reported
NameTitleOwnershipSince
Freeman Financial ControlMember50-75%2024
Hillman Financial ControlMember50-75%2024
Joe Thomas Hillman ControlInvestment Advisor Representative/Chief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Strive Financial Group, LLC manage?

Strive Financial Group, LLC reports $188 million in regulatory assets under management on its Form ADV.

How many employees does Strive Financial Group, LLC have?

Strive Financial Group, LLC reports 5 employees.

Where is Strive Financial Group, LLC located?

Strive Financial Group, LLC is based in Carmel, IN and has been SEC-registered since 2024.

Does Strive Financial Group, LLC disclose fund performance?

Strive Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10201 N. Illinois Street, Suite 325, Carmel, IN 46290
Phone(317) 590-0146
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188M
Non-discretionary$0
Total (RAUM)$188M