Storen Financial
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 339197
- Registered since
- November 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.94%
- HNWI46.74%
- Corporations / Businesses0.66%
- Pension & Profit Sharing Plans0.65%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Storen Financial is an independent, LLC-structured registered investment adviser that entered SEC registration in 2025 and is owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee schedule combines percentage-of-AUM billing with hourly and fixed-fee arrangements, and the firm provides a mix of planning and advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. The firm also operates in related lines of business: its principals are registered representatives of a broker-dealer, and Storen Financial offers insurance brokerage and accounting services alongside its advisory practice. It does not present itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Other6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
2 of 2Laura Barahona
Chief Compliance OfficerCRD 7212419
Greg Storen
Managing Partner, CEO, AdvisorCRD 4143424
Contacts
3 of 6
Joseph Cavazos
Investment Advisor RepresentativeCRD 7228063
Matthew Wilson
Portfolio AnalystCRD 5012978
Ronnie Jackson
Partner, Wealth AdvisorCRD 6109042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$366M in ETFs
47%
$173M
43%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $22.7M | 33,095 | 6.21% |
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1120 W Oak St
- Time zone
- ET (UTC-5)
- Office locations
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