Wealth Manager
    SEC Registered
    Manages Private Funds

    Financial Enhancement Group

    Registered investment advisor · Anderson, Indiana · CRD #159017

    Assets Under Management
    $987M
    Client Accounts
    3,599
    Employees
    24
    CRD Number
    159017
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Enhancement Group

    Financial Enhancement Group is an SEC-registered investment advisory firm offering services like tax strategies, retirement planning, and estate planning, with a team of highly qualified professionals. Founded in 1997, it serves a range of clients including individuals, families, and businesses. The firm has 11-50 employees and operates in the financial services industry.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Enhancement Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Financial Enhancement Group's AUM?

    Financial Enhancement Group reports approximately $987M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Enhancement Group headquartered?

    Financial Enhancement Group is headquartered in Anderson, Indiana.

    What is Financial Enhancement Group's CRD number?

    Financial Enhancement Group's CRD number is 159017. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Enhancement Group manage?

    Financial Enhancement Group manages approximately 3,599 client accounts according to its latest SEC filing.

    Is Financial Enhancement Group SEC registered?

    Yes, Financial Enhancement Group is registered with the SEC as an investment adviser with an approved registration status.

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