FI3 FINANCIAL ADVISORS, LLC
C25
CRD 168005·SEC 801-113218·INDIANAPOLIS, IN
AUM
$1.14B
$1B+
Est. Revenue
$11.4M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $229.1M
'21 · $283.6M
'22 · $336.9M
'23 · $606.2M
'25 · $928.4M
'26 · $1.14B
'20'26
$229.1M → $1.14B▲ +397%
Client mix
| Individuals High Net Worth | 183 |
| Individuals Other | 63 |
| Charitable Organizations | 7 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 20 advisors
'26 · 21 advisors
'20'26
5 advisors → 21 advisors▲ +320%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10401 N. MERIDIAN STREETSUITE 205INDIANAPOLIS, IN 46290
Business
10401 N. MERIDIAN STREETSUITE 205INDIANAPOLIS, IN 46290
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000182
13F-HR2026-02-06 · 0001765380-26-000070
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited