Strive Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 27, 2026, reports $247M in regulatory assets under management, 11 employee, 3 offices, and 1,991 accounts.
Assets Under Management
$247M
Employees
11
Offices
3 offices
Total Clients
769
Primary office
CARMEL, IN
10201 N. ILLINOIS STREET, SUITE 325, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
660
2
HNWI
14.2%
109
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 27, 2026
Discretionary96.7%
$239M
97% of total RAUM96.7%
Non-discretionary3.3%
$8M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$247M
Total Accounts1,991
10Y AUM Change+$247M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee70:1
10Y Employee Change+5 (+83.3%)
* 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.