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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strive Financial Group have?","answer":"Strive Financial Group has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strive Financial Group invest in?","answer":"At the end of its last fiscal year, Strive Financial Group’s separately managed accounts held 84% exchange-traded equities, 8% U.S. government and agency bonds, 3% derivatives, 2% investment grade corporate bonds, 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strive Financial Group?","answer":"Strive Financial Group is owned through holding companies by Joe Hillman and Gregory Freeman. Its direct owners are Hillman Financial (50% to 75%) and Freeman Financial (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strive Financial Group get paid?","answer":"Strive Financial Group is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strive Financial Group?","answer":"Strive Financial Group’s main office is at 10201 N. Illinois Street, Suite 325, Carmel, IN 46290. Its phone number is 317-590-0146. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}