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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| HOFFMAN, IVAN, DOUGLAS | I | MANAGING PARTNER | E | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| MUSE, SAMUEL, DAVID | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | B | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
| SIMPSON, MATTHEW, JOSEPH | I | BUSINESS PARTNER | A | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (6)
FL GA IL IN OH TX
Address
8900 KEYSTONE CROSSINGSUITE 225
INDIANAPOLIS, IN 46240
United States
Phone: 317-426-8800