Strive Financial Group, LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 333298
- Registered since
- October 30, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals58.07%
- HNWI39.83%
- Pension & Profit Sharing Plans1.22%
- Corporations / Businesses0.84%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strive Financial Group, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker and uses a mix of fee models (percentage of AUM and fixed fees) alongside commission-based arrangements. The firm is not positioned as a capital allocator or pension consultant and does not report ESG-focused investing. Ownership is listed as a domestic entity/individual. Strive reports it is not a multi-state adviser and is not affiliated with a related adviser.
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
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- Other6%
- Public Funds/Mutual Funds5%
- Derivatives2%
Owners & executives
1 of 1
Joseph Hillman
COOCRD 6233607
Contacts
3 of 10
Logan Rueckl
Financial AdvisorCRD 8180912
Mark Shannon
Financial AdvisorCRD 6087521
Hayley Lenz
Director of Client ExperienceCRD 4599951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 383Active vs passive
$141M in ETFs
72%
$101M
18%
$39.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17.4M | 25,345 | 12.34% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 10201 N Illinois St
- Time zone
- ET (UTC-5)
- Office locations
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