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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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 808 | 862 | increased by54 |
| Apr 1, 2026 | AUM | $377,971,272 | $444,594,951 | increased by$66,623,679 |
| Apr 1, 2026 | Accounts | 806 | 862 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 713 | 808 | increased by95 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $329,080,033 | $377,971,272 | increased by$48,891,239 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 709 | 806 | increased by97 |
| Apr 1, 2022 | Clients | 679 | 713 | increased by34 |
| Apr 1, 2022 | AUM | $277,634,121 | $329,080,033 | increased by$51,445,912 |
| Apr 1, 2022 | Accounts | 679 | 709 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOLISTIC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOLISTIC FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.