INDIANAPOLIS, INCRD 170913Latest ADV March 13, 2026
Holistic Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 13, 2026, reports $445M in regulatory assets under management, 6 employees, and 862 accounts.
Assets Under Management
$445M
Employees
6
Offices
--
Total Clients
862
Primary office
INDIANAPOLIS, IN
9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
759
2
HNWI
11.9%
103
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$445Mas of March 13, 2026
Discretionary100.0%
$445M
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$445M
Total Accounts862
10Y AUM Change+$252M (+131.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee144:1
10Y Employee Change+1 (+20.0%)
* 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.