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FINANCIAL ENHANCEMENT GROUP
Legal name: FINANCIAL ENHANCEMENT GROUP LLC
CRD 159017File 801-72907
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$987.0M
Above cohort median (national)
Discretionary AUM
$987.0M
Clients
1,281
3,599 accounts
Employees
25
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2012
- Principal office
- 2704 ENTERPRISE DRIVE, ANDERSON, IN, 46013
- Phone
- 765-640-1524
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $987.0M
- Discretionary AUM
- $987.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,599
- Non-discretionary accounts
- 0
- Total accounts
- 3,599
- AUM per client
- $770K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $24.8M |
| Charitable organizations | 3 | $2.4M |
| High net worth individuals | 261 | $643.5M |
| Individuals (other than high net worth individuals) | 996 | $316.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.