Storen Legacy Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Storen Legacy Partners reports 876 clients. They include 771 individual clients, 93 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($438M across 1,676 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 52% |
| High-net-worth individuals | 11% | 47% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 771 | $228M | 51.9% | $295K |
| High-net-worth individuals | 93 | $205M | 46.7% | $2.2M |
| Pension and profit-sharing plans | 7 | $2.86M | 0.7% | $408K |
| Charitable organizations | 1 | $64.1K | 0.0% | $64.1K |
| Corporations and other businesses | Fewer than 5 | $2.9M | 0.7% | $724K |
| Total | 876 | $438M | 100% | — |
- Clients
- 771
- Regulatory AUM
- $228M
- AUM share
- 51.9%
- Avg. per client
- $295K
- Clients
- 93
- Regulatory AUM
- $205M
- AUM share
- 46.7%
- Avg. per client
- $2.2M
- Clients
- 7
- Regulatory AUM
- $2.86M
- AUM share
- 0.7%
- Avg. per client
- $408K
- Clients
- 1
- Regulatory AUM
- $64.1K
- AUM share
- 0.0%
- Avg. per client
- $64.1K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.9M
- AUM share
- 0.7%
- Avg. per client
- $724K
Total
- Clients
- 876
- Regulatory AUM
- $438M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Storen Legacy Partners charges up to 2.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are flat fees ranging from $1,000 to $10,000, set case by case.
Greg Storen owns 25% to 50% of Storen Legacy Partners. The leadership team of Storen Legacy Partners includes Chief Compliance Officer Laura Barahona. It has 14 employees, 6 of them in advisory roles.
Leadership
- Laura BarahonaChief Compliance Officer
Ronnie JacksonOwner
Kiran SharmaOwner
Greg StorenOwner/Managing Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 5 insurance agents
- Owns 25% to 50% of Storen Legacy Partners, LLC
Greg Storen
Control person · since October 2025
- Owns 25% to 50% of Storen Legacy Partners, LLC
Kiran Sharma
Control person · since October 2025
- Owns 10% to 25% of Storen Legacy Partners, LLC
Ronnie Jackson
Control person · since October 2025
- Owns 5% to 10% of Storen Legacy Partners, LLC
Alexander Kiritschenko
Control person · since October 2025
Besides its headquarters, Storen Legacy Partners has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 1120 W Oak St, Suite 200, ZionsvilleHQ
Contact and registration details
- Legal name
- Storen Legacy Partners, LLC
- Headquarters
- 1120 W Oak St, Suite 200, Zionsville, IN 46077
- Website
- storenfinancial.com
- Phone
- 317-733-1000
- @storenfinancialgroup
- SEC file
- 801-134761
- Structure
- Indiana LLC
- Fiscal year end
- December
Storen Legacy Partners uses Charles Schwab ($432M) as custodian for its separately managed accounts. Storen Legacy Partners has custody of $258M in client assets for 559 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $432M100%
At year end, Storen Legacy Partners’ separately managed accounts were mostly in funds (78%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $367M across 116 positions; the largest are Vanguard Index Fds (6.2%), Blackrock ETF Trust (5.8%) and J P Morgan Exchange Traded F (5.2%).
What the accounts hold
- Stocks11%
- Funds78%
- Bonds4%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash1%
- Other6%
- Cds, structured products, and corporate (not rated)6%
Reported 13F holdings
- $367M
- Reported 13F value
- 116
- Positions
- 43.6%
- In the 10 largest
- +15.0%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs6.2%
- Blackrock ETF Trust · iShares US Equit5.8%
- J P Morgan Exchange Traded F · Active Value ETF5.2%
- Fidelity Covington Trust · Blue Chip Grwth4.3%
- Blackrock ETF Trust II · Isha Flex IN ETF3.8%
- Eli Lilly & CO3.8%
- Vanguard BD Index Fds · Total Bnd Mrkt3.7%
- iShares Inc. · Core MSCI Emkt3.7%
- Schwab Strategic TR · US Lcap GR ETF3.7%
- Fidelity Merrimack Str TR · Total BD ETF3.4%
Together, the ten largest are 43.6% of reported value.
How many clients does Storen Legacy Partners have?
Storen Legacy Partners has 876 clients and manages $438 million for them, as of April 2026. They include 771 individual clients, 93 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Storen Legacy Partners offer?
Storen Legacy Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Storen Legacy Partners charge?
Storen Legacy Partners charges up to 2.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Which custodians does Storen Legacy Partners use?
Storen Legacy Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $432M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Storen Legacy Partners have?
Storen Legacy Partners has 6 investment adviser representatives registered with state securities authorities, out of 14 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Storen Legacy Partners invest in?
At the end of its last fiscal year, Storen Legacy Partners’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 6% other, 3% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents. The 6% other category is described as: CDS, Structured Products, and Corporate (Not Rated).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Storen Legacy Partners?
Storen Legacy Partners’ direct owners are Greg Storen, Ronnie Jackson, Kiran Sharma and Alexander Kiritschenko, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Storen Legacy Partners get paid?
Storen Legacy Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Storen Legacy Partners registered with the SEC?
Yes, Storen Legacy Partners has been registered with the SEC as an investment adviser since 21 November 2025. Its CRD number is 339197 and its SEC file number is 801-134761.
Source: Form ADV Part 1A, Item 1, filed 7 April 2026; IAPD firm record
How do I contact Storen Legacy Partners?
Storen Legacy Partners’ main office is at 1120 W Oak St, Suite 200, Zionsville, IN 46077. Its phone number is 317-733-1000. Its website is storenfinancial.com.