FI3 FINANCIAL ADVISORS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 168005). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Ivan Douglas Hoffman | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Matthew Joseph Simpson | BUSINESS PARTNER; MANAGING DIRECTOR | — |
| Samuel David Muse | BUSINESS PARTNER; MANAGING DIRECTOR | — |
| HOFFMAN DREW DOUGLAS | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| SIMPSON MATTHEW JOSEPH | BUSINESS PARTNER | — |
| MUSE SAMUEL DAVID | BUSINESS PARTNER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
Private Equity Fund: 2 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FI3 - ACP FUND 2022, LP | Private Equity Fund | Delaware | 26 | $6.0M | $250K |
| FI3 CAPITAL PRIVATE EQUITY 2024, LP | Other Private Fund | Delaware | 59 | $5.4M | $100K |
| FI3 CAPITAL PRIVATE EQUITY 2025 LP | Private Equity Fund | Delaware | 70 | — | $500K |