ONWARD FI, LLC

ONWARD FI, LLC is an SEC-registered investment adviser (CRD 326824). Regulatory assets under management: $10.8M.

Registration

• CRD: 326824
• Type: Registered investment adviser
• Phone: 317-480-1958
• Latest filing: 2026-03-31
• Regulatory AUM: $10.8M
• Discretionary AUM: $10.8M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326824 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search