Storen Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Zionsville, IN. Its latest Form ADV filing, dated April 7, 2026, reports $438M in regulatory assets under management, 14 employees, and 1,676 accounts.
Assets Under Management
$438M
Employees
14
Offices
--
Total Clients
876
Primary office
ZIONSVILLE, IN
1120 W OAK ST, SUITE 200, ZIONSVILLE, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
771
2
HNWI
10.6%
93
3
Pension Plans
0.8%
7
4
Corporations
0.5%
4
5
Charitable
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$438Mas of April 7, 2026
Discretionary100.0%
$438M
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$438M
Total Accounts1,676
10Y AUM Change+$438M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee63:1
10Y Employee Change+1 (+7.7%)
* 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.