RIA Intel›Advisers›Indiana›FOUNDATIONAL FINANCIAL ADVISORS, LLC

FOUNDATIONAL FINANCIAL ADVISORS, LLC

Advisory

IN

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account
$145K
across 31 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
15
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

PROSPERO FINANCIAL PLANNING, LLC
NOBLESVILLE, IN
$4M
-92.5% 1Y
GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY
$5M
WEALTHGUIDES LLC
INDIANAPOLIS, IN
$4M
SOLID INVESTMENT ADVISORY LLC
$5M
ANDERSON FINANCIAL PLANNING GROUP, LLC
$5M
BLACKWOOD INVESTMENT GROUP, LLC
$4M

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