SourcingSourcing

HOLISTIC FINANCIAL PARTNERS, LLC

C34
CRD 170913·SEC 801-79580·INDIANAPOLIS, IN
AUM
$444.6M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOLISTIC FINANCIAL PARTNERS, LLC
CRD
170913
SEC file #
801-79580
EIN
—
DBA names
—

Economics

AUM
$444.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$201.8M → $444.6M▲ +120%
Client mix
Individuals Other759
Individuals High Net Worth103

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
holisticfinancialpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LLEWELLYN, JASON, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LLEWELLYN, JASON, CHRISTOPHER
ARMSTRONG, ANDY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HOLISTICFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2015-05-15T21:06:13Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3348
Soi Zip Pct 200k Plus
0.1185
Soi Zip Returns 200k Plus
1,370
Soi Zip Total AGI
1,554,110
Fdic Zip Total Deposits
2,163,234,000
Fdic Zip Branch Count
100
Fdic Zip Top Banks
Old National Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The Fifth Third Bank of Central IndianaIndianapolis, IN
First Indiana Bank, A FSBIndianapolis, IN
Fdic Zip HHI
1646.6
Fdic Zip Top Bank Share Pct
30.72
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-15T21:06:13Z
Rdap Domain Last Changed
2025-05-16T17:33:31Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,117
Returns2,570
Stub 2
AGI82,104
Returns2,190
Stub 3
AGI103,971
Returns1,690
Soi Zip Total Business Income
41,748
Soi Zip Total Cap Gains
147,683
Soi Zip Total Dividends
35,875
Soi Zip Total Returns
11,560
Top Owner CRD
4572238
Trust Company Affiliate
No

People (2)

2
LLEWELLYN, JASON, CHRISTOPHER
IAR · Direct Owner · 87.5%
4572238
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534