STOREN LEGACY PARTNERS, LLC

CRD

339197

SEC file #

801-134761

EIN

412526899

DBA names

Storen Financial

Economics

AUM

$438.3M

AUM band

$100M-$500M

AUM trajectory

—

Client mix

Individuals Other	771
Individuals High Net Worth	93
Pension Profit Sharing Plans	7
Corporations	4
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 6 advisors

'26 · 6 advisors

'25'26

6 advisors → 6 advisors▬ 0%

sec adv history

Primary office

ZIONSVILLE IN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/07/2026

ADV-W filed at

—

Website

storenfinancial.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Sharma, Kiran, Bala

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

Sharma, Kiran, Bala

Storen, Greg, Alan

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

STORENFINANCIAL.COM

Rdap Domain Creation Date

2002-07-01T15:49:48Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002116061

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-03-05

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0002116061-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5349

Soi Zip Pct 200k Plus

0.3137

Soi Zip Returns 200k Plus

5,120

Soi Zip Total AGI

3,627,333

Fdic Zip Total Deposits

14,407,293,000

Fdic Zip Branch Count

320

Fdic Zip Top Banks

JPMorgan Chase Bank, National Association

PNC Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1120 W OAK STSUITE 200ZIONSVILLE, IN 46077

Business

1120 W OAK STSUITE 200ZIONSVILLE, IN 46077

Edgar EIN

412526899

Edgar Recent Filings

13F-HR2026-04-22 · 0002116061-26-000002

13F-HR2026-03-05 · 0002116061-26-000001

Fdic Zip Branches Raw

Indiana Community Bank, SBZionsville, IN

Society National Bank, IndianaZionsville, IN

Fdic Zip HHI

932.4

Fdic Zip Top Bank Share Pct

17.23

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-07-01T15:55:13Z

Rdap Domain Last Changed

2024-10-28T21:05:34Z

Rdap Nameservers

Alina.ns.cloudflare.comPlato.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	31,404
Returns	3,360

Stub 2

AGI	61,043
Returns	1,640

Stub 3

AGI	89,515
Returns	1,440

Soi Zip Total Business Income

100,677

Soi Zip Total Cap Gains

318,484

Soi Zip Total Dividends

110,936

Soi Zip Total Returns

16,320

Top Owner CRD

5481426

Trust Company Affiliate