Fi3 Financial Advisors, LLC
FI3 Financial Advisors, LLC is an SEC-registered investment adviser headquartered in Indianapolis, Indiana. The firm offers a range of financial services including wealth planning, tax planning, estate and wealth transfer, asset allocation, manager selection, and liquidity management, primarily for high net worth individuals, some charitable organizations, and pension funds. As of April 2025, FI3 manages approximately $928.4 million in assets and employs 20 professionals. The firm is focused on investment management and advisory services for US-based clients.
Investment Strategy
FI3 Financial Advisors, LLC utilizes a highly client-centric investment approach, focusing on diversified asset allocation strategies to preserve and grow client capital. The firm provides tailored wealth management solutions including direct investments in equities (notably large positions in companies such as Eli Lilly, Apple, Nvidia, Microsoft, and Amazon) as well as private equity, with recent fund launches catering to private equity opportunities. The firm primarily serves high net worth individuals, emphasizing discretionary management, risk-adjusted performance, and long-term financial planning aligned to client goals.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 16.15% | $44.8M | 72,123 | $428.95 | $620.90 | +$6.2M |
V VEA | Vanguard FTSE Developed Markets ETF | 13.61% | $37.7M | 661,961 | $46.05 | $57.01 | +$3.7M |
I IJR | iShares Core S&P Small Cap ETF | 11.56% | $32.1M | 293,261 | $103.05 | $109.29 | +$2.1M |
S SPY | SPDR S&P 500 ETF Trust | 5.99% | $16.6M | 26,813 | $398.96 | $617.85 | +$1.5M |
L LLY | Eli Lilly & Co | 4.14% | $11.5M | 14,722 | $207.32 | $779.53 | -$928.1K |