Strive Financial Group, LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 333298
- Registered since
- October 30, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals58.07%
- HNWI39.83%
- Pension & Profit Sharing Plans1.22%
- Corporations / Businesses0.84%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strive Financial Group, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its business mix includes insurance brokerage activity alongside advisory services. Fee arrangements include a percentage-of-AUM model, fixed fees and commissions. The firm is not identified as an active ESG investor.
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
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- Other6%
- Public Funds/Mutual Funds5%
- Derivatives2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 457Active vs passive
$219M in ETFs
76%
$166M
17%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $28.5M | 2,853,150 | 13.01% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 10201 N Illinois St
- Time zone
- ET (UTC-5)
- Office locations
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