Storen Financial
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 339197
- Registered since
- November 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.94%
- HNWI46.74%
- Corporations / Businesses0.66%
- Pension & Profit Sharing Plans0.65%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Storen Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts and identifies itself as a capital allocator. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Operationally the firm also functions as a registered representative of a broker-dealer, an insurance broker, and an accountant, and it provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers services. Storen Financial does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Other6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
2 of 2Laura Barahona
Chief Compliance OfficerCRD 7212419
Greg Storen
Managing Partner, CEO, AdvisorCRD 4143424
Contacts
3 of 6
Joseph Cavazos
Investment Advisor RepresentativeCRD 7228063
Matthew Wilson
Portfolio AnalystCRD 5012978
Ronnie Jackson
Partner, Wealth AdvisorCRD 6109042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$322M in ETFs
45%
$145M
45%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $19.8M | 33,200 | 6.16% |
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1120 W Oak St
- Time zone
- ET (UTC-5)
- Office locations
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