BEST CASE FINANCIAL

BEST CASE FINANCIAL is an SEC-registered investment adviser (CRD 334845). Regulatory assets under management: $1.3M.

Registration

• CRD: 334845
• Type: Registered investment adviser
• Phone: 765-720-0299
• Latest filing: 2026-02-18
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Fixed.

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 334845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search