# FI3 Financial Advisors

FI3 Financial Advisors is a Multi Family Office based in Indianapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** 8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240
- **Founded:** 2013
- **Assets under management:** 928 (Altss estimate)
- **Website:** fi3advisors.com
- **LinkedIn:** https://www.linkedin.com/company/fi3-financial-advisors-llc

## Regulatory record

- **CRD number:** 168005
- **SEC file number:** 801-113218
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168005

## About

FI3 Financial Advisors was established in 2013 by Ivan D. Hoffman. The firm functions as a multi-family office and registered investment advisor. It provides integrated financial planning and investment management to entrepreneurs, executives, and multi-generational families. The firm allocates across private equity, real estate, hedge funds, and public equities. It maintains direct co-investment capacity through SPVs and fund-of-funds structures. Confirmed holdings include positions in Fi3 Capital Private Equity 2024 LP and Fi3 Capital Private Equity 2025 LP. Geographic exposure centers on North America with indicated reach into Europe and Asia. Public filings show top holdings such as iShares Core S&P 500 ETF and Vanguard FTSE Developed Markets ETF as of 2025. The firm reports $928 million in assets under management. It maintains relationships with service providers including Crowe LLP as auditor and Charles Schwab as custodian. Ivan Hoffman serves on the investment committees of the Central Indiana Community Foundation and Lawrence Township School Foundation. In 2025 the firm sponsored the Worth Global Conference. FI3 maintains ownership of multiple private equity limited partnerships that operate as direct investment vehicles for its clients. This structure allows the firm to combine advisory services with proprietary capital deployment without external fund commitments.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds

## People

- Ivan D. Hoffman — Founder and CEO
- Samuel D. Muse — Partner and CPA
- Matthew J. Simpson — Partner
- Bill Diehl — Partner

## Questions

### Who runs investment decisions at FI3 Financial Advisors?

Ivan D. Hoffman serves as founder and CEO. Samuel D. Muse, Matthew J. Simpson, and Bill Diehl act as partners with direct involvement in client mandates and portfolio construction.

### Does FI3 Financial Advisors participate in fund commitments or only direct deals?

The firm commits to private equity funds and maintains direct co-investment programs through SPVs. It owns interests in Fi3 Capital Private Equity 2024 LP and Fi3 Capital Private Equity 2025 LP.

### What asset classes does FI3 Financial Advisors deploy into?

Allocations include private equity, real estate, hedge funds, and public equities. Public positions reported in 2025 filings include large ETF holdings and individual names such as Eli Lilly and Apple.

### Where does FI3 Financial Advisors source deal flow?

The firm sources through direct relationships with operating businesses and fund managers. It also participates in private markets platforms and maintains a network tied to Indiana community foundations.

### What is FI3 Financial Advisors posture on co-investments?

The firm executes direct co-investments alongside external GPs through dedicated SPVs. It also holds seed positions in private equity vehicles such as Ardlussa Capital.

## Related profiles

- [Association of MIT Retirees](https://altss.com/profile/association-of-mit-retirees)
- [Carnegie Institution of Washington](https://altss.com/profile/carnegie-institution-of-washington)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fi3-financial-advisors-llc

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