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STRIVE FINANCIAL GROUP, LLC

CARMEL, IN · CRD 333298 · IAPD ↗ · firefighterfinancialadvisor.com · (317) 590-0146

$246.7MRegulatory AUM
9Advisory reps
12Employees
3Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — STRIVE FINANCIAL GROUP, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — STRIVE FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — STRIVE FINANCIAL GROUP, LLC reported RAUM up 31% ($188.0M -> $246.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — STRIVE FINANCIAL GROUP, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2026 — STRIVE FINANCIAL GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
June 2025 — STRIVE FINANCIAL GROUP, LLC notice-filed in CA, CO, FL, MT, OH, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — STRIVE FINANCIAL GROUP, 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
70
February 2025 — STRIVE FINANCIAL GROUP, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — STRIVE FINANCIAL GROUP, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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