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STOREHOUSE FINANCIAL LLC

FORT WORTH, TX · CRD 140738 · IAPD ↗ · storehousefinancial.com · 877-305-3233

$240.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
August 2025 — STOREHOUSE FINANCIAL LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — STOREHOUSE FINANCIAL LLC notice-filed in CO, KS, MO, NC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — STOREHOUSE FINANCIAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — STOREHOUSE FINANCIAL LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — STOREHOUSE FINANCIAL LLC reported RAUM up 30% ($133.8M -> $174.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.