RIA Intel›Advisers›Indiana›SEEK & FIND FINANCIAL, LLC

SEEK & FIND FINANCIAL, LLC

Advisory

CHESTERTON, IN

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

Average account
$300K
across 46 accounts
AUM per adviser
$5M
3 advisers

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

Total AUM
$14M
Discretionary %
81.7%
Clients
49
Employees
3

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$14M
Discretionary AUM$11M
Non-Discretionary AUM$3M
Discretionary %81.7%
Total Clients49
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

ABOUND WEALTH STRATEGIES, LLC
INDIANAPOLIS, IN
$14M
SYCOMORE FINANCIAL LLC
$14M
ADVANTAGE FINANCIAL PLANNING, INC.
HUNTERTOWN, IN
$13M
+6.4% 1Y
FORTRESS CAPITAL ADVISORS LLC
$14M
ABOVE & BEYOND INVESTMENTS, LLC
BLOOMINGTON, IN
$13M
THE OTHER 90 FINANCIAL, LLC
$15M

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