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Carmel, IN Office

Team
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Strive Financial Group, LLC logo

Strive Financial Group, LLC

Team

Firm-wide stats for Strive Financial Group, LLC

Total advisors

11

Across 6 offices

Clients per advisor

70 High

Avg AUM per client

$314,064 Very Low

HNW client ratio

14% Low

About

Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning and consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm also serves qualified retirement plans in both limited-scope 3(21) advisory roles and full-discretion 3(38) investment-manager capacities.

The firm builds portfolios and executes trades under discretionary authority using a combination of quantitative and qualitative analysis, and pursues a range of strategies from long-term allocations to trading, options, and alternative investments. Accounts are monitored and reviewed on a regular schedule (quarterly reviews are performed) with portfolio rebalancing, tax-loss harvesting consideration, and aggregated block trading when appropriate.

Noteworthy disclosures in the brochure include co-ownership by two affiliated financial entities and a related former SEC-registered adviser that is in the process of being dissolved, and the firm’s principals maintain an affiliated insurance agency and receive commission-based compensation for insurance products (approximately 30% of the co-owners’ time is spent on that activity). The firm also maintains two different asset-management fee schedules that may result in different clients paying different fees for similar services and operates without a stated account minimum.

Based on Strive Financial Group, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy

Based on Strive Financial Group, LLC

Occupation focus

Founder/Business Owner

Based on Strive Financial Group, LLC

Location

10201 N. Illinois Street, Suite 325

Carmel IN 46290

Advisors at this office

6

Advisors at this office

user avatar

John H

Series 65

Carmel, IN

Strive Financial Group, LLC

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Joseph H

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Joseph Hillman is a financial advisor with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior experience includes roles at Wellington Wealth Strategies, LLC and TrustWealth Strategies, among others. Outside of financial advising, he is a sales owner of M. E. D. Distribution, a medical implant distribution company. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services for individual and high-net-worth clients, as well as qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Christopher B

CFP®, Series 65

Carmel, IN

Strive Financial Group, LLC

Christopher Bauchle is a CFP® with five years of industry experience, currently serving as an advisor at Strive Financial Group, LLC since 2024. His prior experience includes three years at Wellington Wealth Strategies, LLC. In addition to his advisory work, he serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth, and qualified retirement-plan clients. The firm uses a combination of quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Sandesh A

Series 63, Series 66

Carmel, IN

Strive Financial Group, LLC

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Gregory F

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Gregory Freeman is a financial advisor with Strive Financial Group, LLC in Carmel, IN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked at multiple firms, including Wellington Wealth Strategies, LLC, and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent through Strive Financial Group. Strive Financial Group, LLC provides discretionary asset management, financial planning, consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across a range of strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
user avatar

Ross G

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wellington Wealth Strategies and Mass Mutual Life Insurance Company. He also works as an insurance agent involved in fixed insurance sales. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis across a range of investment strategies and regularly monitors and rebalances client portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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