ANDERSON, INCRD 159017Latest ADV February 12, 2026
Financial Enhancement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Anderson, IN. Its latest Form ADV filing, dated February 12, 2026, reports $987M in regulatory assets under management, 24 employees, 5 offices, and 3,599 accounts.
Assets Under Management
$987M
Employees
24
Offices
5 offices
Total Clients
1,281
Primary office
ANDERSON, IN
2704 ENTERPRISE DRIVE, ANDERSON, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
996
2
HNWI
20.4%
261
3
Corporations
1.6%
21
4
Charitable
0.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of February 12, 2026
Discretionary100.0%
$987M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$987M
Total Accounts3,599
10Y AUM Change+$727M (+279.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee53:1
10Y Employee Change+5 (+26.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.