Strive Financial Group, LLC
● SEC registered since 2024CRD 333298SEC# 801-131400Carmel, IN
Reg. AUM
$246.7M
Employees
12
Accounts
1,991
Location
Carmel, IN
Strive Financial Group, LLC assets under management
Strive Financial Group, LLC operates as an SEC-registered investment adviser based in Carmel, IN. The firm has been registered since 2024. It reports $246.7 million in regulatory assets under management and employs 12 people.
Strive Financial Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Freeman Financial Control | Member | 50-75% | 2024 |
| Hillman Financial Control | Member | 50-75% | 2024 |
| Joe Thomas Hillman Control | Investment Advisor Representative/Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Strive Financial Group, LLC manage?
Strive Financial Group, LLC reports $246.7 million in regulatory assets under management on its Form ADV.
How many employees does Strive Financial Group, LLC have?
Strive Financial Group, LLC reports 12 employees.
Where is Strive Financial Group, LLC located?
Strive Financial Group, LLC is based in Carmel, IN and has been SEC-registered since 2024.
Does Strive Financial Group, LLC disclose fund performance?
Strive Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10201 N. Illinois Street, Suite 325, Carmel, IN 46290 |
| Phone | (317) 590-0146 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$246.7M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$246.7Mregulatory AUM
Discretionary $238.5MNon-discretionary $8.2M