Fi3 Financial Advisors, LLC
● SEC registered since 2018CRD 168005SEC# 801-113218Indianapolis, IN
Ranks #2,842 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.14B
Fund GAV
$11.4M
Private funds
2
Employees
21
Accounts
1,643
Location
Indianapolis, IN
Fi3 Financial Advisors, LLC assets under management
Fi3 Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 21 people. Fi3 Financial Advisors, LLC manages 2 private funds with combined gross assets of $11.4 million, including Fi3 - Acp Fund 2022, LP. By regulatory assets, it ranks 2,842 of 6,030 private fund managers.
Fi3 Financial Advisors, LLC private funds
2 funds · $11.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fi3 - Acp Fund 2022, LP | Private Equity | $6M | $250K |
| Fi3 Capital Private Equity 2024, LP | Other Private | $5.4M | $100K |
Fi3 Financial Advisors, LLC owners & executives
24 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad L Long Control | Chief Investment Officer | Under 5% | 2026 |
| Brett Ronald Schneider Control | Director | Under 5% | 2026 |
| Carl Edward Nelson Control | President, Wealthspire, Lp | Under 5% | 2026 |
| Channing Olson Control | Chief Operations Officer | Under 5% | 2026 |
| Eric Matthew Sontag Control | President | Under 5% | 2026 |
| Ivan Douglas Hoffman | Managing Director | Under 5% | 2026 |
| Matthew Joseph Simpson | Managing Director | Under 5% | 2026 |
| Michael Anthony Lamena Control | Chief Executive Officer, Wealthspire, Lp | Under 5% | 2026 |
| Michael Edmond Goss Control | Director | Under 5% | 2026 |
| Michael J Del Priore Control | Chief Compliance Officer | Under 5% | 2026 |
See all 24 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fi3 Financial Advisors, LLC manage?
Fi3 Financial Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Fi3 Financial Advisors, LLC manage?
Fi3 Financial Advisors, LLC manages 2 private funds with combined gross assets of $11.4 million.
How many employees does Fi3 Financial Advisors, LLC have?
Fi3 Financial Advisors, LLC reports 21 employees.
Where is Fi3 Financial Advisors, LLC located?
Fi3 Financial Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2018.
Does Fi3 Financial Advisors, LLC disclose fund performance?
Fi3 Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240 |
| Phone | 317-426-8800 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.14B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,306 advisers
AUM vs fund managersTop 47%
Larger than 53% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 23%
More than 77% of 16,824 advisers
Assets under management
$1.14Bregulatory AUM
Discretionary $975.3MNon-discretionary $163.6M
Fund type mix
Other Private1
Private Equity1