RIA Intel›Advisers›Indiana›FULL OF GRACE FINANCIAL, LLC

FULL OF GRACE FINANCIAL, LLC

Advisory

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$106K

across 220 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

63 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

LAKELAND INVESTMENT ADVISORS, LLC.

$23M

LINDSEY WEALTH MANAGEMENT, LLC

VINCENNES, IN

$23M

GILBERT WEALTH

$23M

PANORAMIC FINANCIAL PLANNING, LLC

$23M

GRANT EVANS WEALTH MANAGEMENT, LLC

PARKER CITY, IN

$24M

GATES INVESTMENT ADVISORS, LLC

EVANSVILLE, IN

$23M

Get the full picture on FULL OF GRACE FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FULL OF GRACE FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans