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HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913File 801-79580
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$444.6M
Below cohort median (national)
Discretionary AUM
$444.6M
Clients
862
862 accounts
Employees
6
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2014
- Principal office
- 9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN, 46256
- Phone
- 317-550-3400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $444.6M
- Discretionary AUM
- $444.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 862
- Non-discretionary accounts
- 0
- Total accounts
- 862
- AUM per client
- $516K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $267.2M |
| Individuals (other than high net worth individuals) | 759 | $177.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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.