Investment adviser · CRD 168005
FI3 FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
INDIANAPOLIS, IN, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $1.14B Form ADV · Item 5.F
- Client accounts
- 1,643 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 183 | $1,070,055,356 | 94.0% |
| Individuals | 63 | $30,221,652 | 2.7% |
| Charities | 7 | $26,575,848 | 2.3% |
| Retirement plans | Fewer than 5 | $8,214,388 | 0.7% |
| Corporations & businesses | Fewer than 5 | $3,833,506 | 0.3% |
Filing source
Form ADV 2121947 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FI3 CAPITAL PRIVATE EQUITY 2024, LPOther Private Fund · Last reported Jul 24, 2026$5.42MGross asset value
Form D fundraising filings
Fi3 Capital Private Equity 2024, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE
PCAOB 34
TD AMERITRADE, INC.
SEC 8-23395
Fund details & source
- Fund ID
- 805-4421820386
- Reported beneficial owners
- 59
- Minimum commitment
- $100K
- Form D file number
- 021-499054
Form ADV 2121947 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FI3 CAPITAL PRIVATE EQUITY 2025 LPPrivate Equity Fund · Last reported Jul 24, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-6926823075
- Reported beneficial owners
- 70
- Minimum commitment
- $500K
- Form D file number
- 021-551505
Form ADV 2121947 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FI3 CAPITAL PRIVATE EQUITY 2024, LPPrivate Equity Fund · Last reported Oct 21, 2024$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
TAIT WELLER AND BAKER
PCAOB 445
TD AMERITRADE, INC.
SEC 8-23395
Fund details & source
- Fund ID
- 805-4807294133
- Reported beneficial owners
- 0
- Minimum commitment
- $500K
Form ADV 1907423 · Oct 21, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
8900 KEYSTONE CROSSING, SUITE 225INDIANAPOLIS, IN, 46240, United States
CRD 168005
Filing source
Form ADV 2121947 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.