FI3 FINANCIAL ADVISORS, LLC
CRD #168005 SEC #801-113218 INDIANAPOLIS, IN 317-426-8800
SEC Registered Private Funds
Total AUM
$928.4M
Discretionary
$790.8M
Employees
20
Clients
101
Accounts
1,597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $928.4M | $790.8M | $137.7M | 20 | 5 |
| Mar 2025 | $952.4M | $814.7M | $137.7M | 20 | 5 |
| Mar 2025 | $952.4M | $814.7M | $137.7M | 20 | 5 |
| Oct 2024 | $791.7M | $682.5M | $109.2M | 18 | 1 |
| Jun 2024 | $791.7M | $682.5M | $109.2M | 18 | 1 |
| Mar 2024 | $791.7M | $682.5M | $109.2M | 18 | 1 |
| Mar 2024 | $791.7M | $682.5M | $109.2M | 18 | 1 |
| Mar 2024 | $657.2M | $577.6M | $79.6M | 14 | 1 |
| Sep 2023 | $657.2M | $577.6M | $79.6M | 14 | 1 |
| Sep 2023 | $657.2M | $577.6M | $79.6M | 14 | 1 |
| Mar 2023 | $657.2M | $577.6M | $79.6M | 14 | 1 |
| Mar 2023 | $657.2M | $577.6M | $79.6M | 14 | 1 |
| Aug 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Aug 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Aug 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Aug 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Apr 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Mar 2022 | $606.2M | $533.8M | $72.4M | 10 | 1 |
| Jul 2021 | $336.9M | $288.3M | $48.5M | 8 | 27 |
| Mar 2021 | $336.9M | $288.3M | $48.5M | 8 | 27 |
| Sep 2020 | $283.6M | $236M | $47.6M | 7 | 12 |
| Aug 2020 | $283.6M | $236M | $47.6M | 7 | 12 |
| Jun 2020 | $283.6M | $236M | $47.6M | 7 | 12 |
| Mar 2020 | $283.6M | $236M | $47.6M | 7 | 12 |
| Dec 2019 | $229.1M | $207.8M | $21.3M | 7 | 2 |
| Mar 2019 | $229.1M | $207.8M | $21.3M | 7 | 2 |
| Nov 2018 | $228.5M | $209.9M | $18.7M | 5 | 2 |
| Oct 2018 | $149.1M | $139.7M | $9.4M | 5 | 2 |
| Sep 2018 | $149.1M | $139.7M | $9.4M | 5 | 2 |
| Jul 2018 | $149.1M | $139.7M | $9.4M | 5 | 2 |
| Apr 2018 | $149.1M | $139.7M | $9.4M | 5 | 2 |
DateApr 2025
Total AUM$928.4M
Discretionary$790.8M
Non-Disc.$137.7M
Employees20
Clients5
DateMar 2025
Total AUM$952.4M
Discretionary$814.7M
Non-Disc.$137.7M
Employees20
Clients5
DateMar 2025
Total AUM$952.4M
Discretionary$814.7M
Non-Disc.$137.7M
Employees20
Clients5
DateOct 2024
Total AUM$791.7M
Discretionary$682.5M
Non-Disc.$109.2M
Employees18
Clients1
DateJun 2024
Total AUM$791.7M
Discretionary$682.5M
Non-Disc.$109.2M
Employees18
Clients1
DateMar 2024
Total AUM$791.7M
Discretionary$682.5M
Non-Disc.$109.2M
Employees18
Clients1
DateMar 2024
Total AUM$791.7M
Discretionary$682.5M
Non-Disc.$109.2M
Employees18
Clients1
DateMar 2024
Total AUM$657.2M
Discretionary$577.6M
Non-Disc.$79.6M
Employees14
Clients1
DateSep 2023
Total AUM$657.2M
Discretionary$577.6M
Non-Disc.$79.6M
Employees14
Clients1
DateSep 2023
Total AUM$657.2M
Discretionary$577.6M
Non-Disc.$79.6M
Employees14
Clients1
DateMar 2023
Total AUM$657.2M
Discretionary$577.6M
Non-Disc.$79.6M
Employees14
Clients1
DateMar 2023
Total AUM$657.2M
Discretionary$577.6M
Non-Disc.$79.6M
Employees14
Clients1
DateAug 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateAug 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateAug 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateAug 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateApr 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateMar 2022
Total AUM$606.2M
Discretionary$533.8M
Non-Disc.$72.4M
Employees10
Clients1
DateJul 2021
Total AUM$336.9M
Discretionary$288.3M
Non-Disc.$48.5M
Employees8
Clients27
DateMar 2021
Total AUM$336.9M
Discretionary$288.3M
Non-Disc.$48.5M
Employees8
Clients27
DateSep 2020
Total AUM$283.6M
Discretionary$236M
Non-Disc.$47.6M
Employees7
Clients12
DateAug 2020
Total AUM$283.6M
Discretionary$236M
Non-Disc.$47.6M
Employees7
Clients12
DateJun 2020
Total AUM$283.6M
Discretionary$236M
Non-Disc.$47.6M
Employees7
Clients12
DateMar 2020
Total AUM$283.6M
Discretionary$236M
Non-Disc.$47.6M
Employees7
Clients12
DateDec 2019
Total AUM$229.1M
Discretionary$207.8M
Non-Disc.$21.3M
Employees7
Clients2
DateMar 2019
Total AUM$229.1M
Discretionary$207.8M
Non-Disc.$21.3M
Employees7
Clients2
DateNov 2018
Total AUM$228.5M
Discretionary$209.9M
Non-Disc.$18.7M
Employees5
Clients2
DateOct 2018
Total AUM$149.1M
Discretionary$139.7M
Non-Disc.$9.4M
Employees5
Clients2
DateSep 2018
Total AUM$149.1M
Discretionary$139.7M
Non-Disc.$9.4M
Employees5
Clients2
DateJul 2018
Total AUM$149.1M
Discretionary$139.7M
Non-Disc.$9.4M
Employees5
Clients2
DateApr 2018
Total AUM$149.1M
Discretionary$139.7M
Non-Disc.$9.4M
Employees5
Clients2