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Strive Financial Group, LLC CRD 333298
$247M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-30 |
Branch Locations
10201 N. Illinois Street Suite 325, Carmel, IN 46290 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Indianapolis | IN | 06/2010 | 02/2024 |
| Charles Schwab Bank | Indianapolis | IN | 12/2012 | 02/2024 |
| Valeo Financial Advisors, Llc | Carmel | IN | 03/2024 | 11/2025 |
| Strive Financial Group, Llc | Carmel | IN | 12/2025 | 01/2026 |
| Elevated Financial Group | Indianapolis | IN | 01/2026 | 02/2026 |
| Strive Financial Group, Llc | Carmel | IN | 04/2026 | Present |
ARLES CAPITAL LLC, WESTFIELD INDIANA, 12/2025, HOLDING COMPANY FOR MY INVESTMENT ADVSIORY PRACTICE, MEMBER & APPROXIMATELY 160 HOURS SPENT PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-22 |
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