O
CRD: 326824
Onward FI, LLC
Plainfield, IN
3174801958
$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-21-2023
- Office Locations
- 1
Office Locations
-- Plainfield IN
About Onward FI, LLC
Onward FI, LLC is a Plainfield-based RIA. The firm has been operating for 3 years. Managing $10.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$450.6K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Eagle value
Investment Themes
Fusion crest Insight
Investment Vehicles
Timber delta
Services
Vertex ember Bridge meridian Bridge Peak focus Beacon North
Owner & Executives
JARED AUSTIN DEFORE
Financial Planner, Owner
- CRD
- #6415599
- Ownership
- 75% or more
(935) 317-9965
oak.value@harborcapital.com
in linkedin.com/in/frontier-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,813,546 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,813,546 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,813,546
Equity - Exchange:
31.0% Cash:
30.2% Equity - OTC:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,256,552,583 | 31.0% |
| Cash | $1,224,125,419 | 30.2% |
| Equity - OTC | $1,572,717,426 | 38.8% |
| Total | $4,053,395,428 | 100.0% |