# HOLISTIC FINANCIAL PARTNERS, LLC

HOLISTIC FINANCIAL PARTNERS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 170913
- Type: SEC-registered investment adviser
- SEC file number: 801-79580
- Location: 9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN, 46256
- Phone: 317-550-3400
- Latest filing: 2026-03-13
- Regulatory AUM: $444.6M
- Discretionary AUM: $444.6M
- Clients: 6
- Accounts: 862

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Andy John Armstrong | CHIEF COMPLIANCE OFFICER | — |
| Jason Christopher Llewellyn | MEMBER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG ANDY JOHN | CHIEF COMPLIANCE OFFICER | — |
| LLEWELLYN JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER | — |
| HAJEK DAVID HAROLD | MANAGING MEMBER / PRESIDENT | — |
| MADDOX ROBERT LYTTON | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170913/similar
- Related entities: https://search.stillhousedata.com/firm/170913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.