FI3 Financial Advisors, LLC
FI3 Financial Advisors, LLC is a multi-family office headquartered in Indianapolis. Founded in 2013, the firm operates as an independent, fee-only Registered Investment Advisor, serving high-net-worth families with integrated financial planning, investment...
FI3 Financial Advisors, LLC
FI3 Financial Advisors, LLC is a multi-family office headquartered in Indianapolis. Founded in 2013, the firm operates as an independent, fee-only Registered Investment Advisor, serving high-net-worth families with integrated financial planning, investment management, and family governance services. Its team of CFP professionals and CPAs acts as a “Family CFO,” coordinating tax, estate, and philanthropic strategies to preserve and grow multigenerational wealth.
General information
Firm type
Multi Family Office
Year founded
2013
AUM
—
Location
Region
North America
Country
—
City
Indianapolis
Corporate office
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240
Frequently asked questions
What is FI3 Financial Advisors, LLC?
FI3 Financial Advisors, LLC is a multi family office headquartered in Indianapolis.
When was FI3 Financial Advisors, LLC founded?
FI3 Financial Advisors, LLC was founded in 2013.
Where is FI3 Financial Advisors, LLC headquartered?
FI3 Financial Advisors, LLC is headquartered in Indianapolis, in the North America region.
What does Altss track for FI3 Financial Advisors, LLC?
Altss maintains an OSINT-verified profile of FI3 Financial Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is FI3 Financial Advisors, LLC's website?
FI3 Financial Advisors, LLC's public website is www.fi3advisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is FI3 Financial Advisors, LLC?
FI3 Financial Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on FI3 Financial Advisors, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for FI3 Financial Advisors, LLC?
FI3 Financial Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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