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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

HOLISTIC FINANCIAL PARTNERS, LLC

CRD 170913

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2074ea2-ec25-d464-3e35-804b75831d06

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Apr 2, 2014 to Mar 13, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $445MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $445M
Private client RAUM: $445MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 862
Individual clients: 759
High net worth clients: 103
Custody, client assets: $86.9M
SEC number: 801-79580
CRD: 170913
Filings on the tape: 29
First filed: Apr 2, 2014
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, DE
Website: holisticfinancialpartners.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LLEWELLYN, JASON, CHRISTOPHER	Member	E	yes	06/2015	Jun 3, 2015	May 15, 2024
ARMSTRONG, ANDY, JOHN	CHIEF COMPLIANCE OFFICER	Na	no	08/2017	Aug 21, 2017	May 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$445M	$445M	6	4	0	n/a	n/a
2024	Apr 14, 2025	$378M	$378M	6	4	0	n/a	n/a
2023	Mar 20, 2024	$343M	$343M	6	4	0	n/a	n/a
2022	Mar 27, 2023	$290M	$290M	6	4	0	n/a	n/a
2021	Mar 22, 2022	$329M	$329M	6	4	0	n/a	n/a
2020	Mar 11, 2021	$278M	$278M	6	4	0	n/a	n/a
2019	Mar 4, 2020	$252M	$252M	6	4	0	n/a	n/a
2018	Feb 26, 2019	$202M	$202M	6	4	0	n/a	n/a
2017	Mar 22, 2018	$212M	$212M	6	3	0	n/a	n/a
2016	Mar 31, 2017	$192M	$172M	5	2	n/a	n/a	n/a
2015	Feb 25, 2016	$148M	$148M	4	2	n/a	n/a	n/a
2014	Feb 11, 2015	n/a	n/a	1	0	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	1	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$445M	$378M	17.6%	$290M	15.3%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEARSIDE ADVISORS, LLC	3	May 11, 2026	Jun 2, 2026	INDIANAPOLIS, IN	Firm absorbed	RIA to new firm	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	2	Jun 3, 2015	Jun 3, 2015	CARMEL, IN	Team lift out	Other	0.1%

Relationships

Registered with (4)

← JASON CHRISTOPHER LLEWELLYNAdvisorregistration: previous registration
Jun 3, 2015 to Aug 21, 2026factForm ADV
← Mark Elliott IdzikAdvisorregistration: previous registration
Apr 26, 2017 to May 19, 2026factForm ADV
← JULIE MICHELLE DANTAdvisorregistration: previous registration
Aug 25, 2016 to May 11, 2026factForm ADV
← MARK ROBERT HILDEBRANDAdvisorregistration: previous registration
Jun 3, 2015 to May 11, 2026factForm ADV

Moved with (2)

→ NEARSIDE ADVISORS, LLCRegistered adviser3 advisors, firm absorbed
May 11, 2026 to Jun 2, 2026factForm ADV
← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser2 advisors, team lift out
Jun 3, 2015 to Jun 3, 2015factForm ADV

Owns (1)

← ARMSTRONG, ANDY, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 21, 2017 to May 15, 2024factForm ADV

Controls (1)

← LLEWELLYN, JASON, CHRISTOPHEROwnerMEMBER, ownership code E, individual
Jun 3, 2015 to May 15, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 21, 2026
Advisor changed firm
Jason Christopher Llewellyn left Holistic Financial Partners, Llc for Allworth Financial, L.P. (registered 2026-08-20)
Form ADVobserved 4 days ago
Occurred
May 19, 2026
Advisor changed firm
Mark Elliott Idzik left Holistic Financial Partners, Llc for Nearside Advisors, Llc (registered 2026-06-02)
Form ADVobserved 4 days ago
Occurred
May 11, 2026
Firm absorbed
Holistic Financial Partners, LLC's advisors moved to Nearside Advisors, LLC (Indianapolis, IN): 3 of 4 registered, within 8 days
Form ADVobserved 3 days ago
3 advisors
Occurred
May 11, 2026
Advisor changed firm
Mark Robert Hildebrand left Holistic Financial Partners, Llc for Nearside Advisors, Llc (registered 2026-05-06)
Form ADVobserved 4 days ago
Occurred
May 11, 2026
Advisor changed firm
Julie Michelle Dant left Holistic Financial Partners, Llc for Nearside Advisors, Llc (registered 2026-05-06)
Form ADVobserved 4 days ago
Occurred
Apr 2, 2014
First Form ADV filing
Felice Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 1, 2026
Holistic Financial Partners, Llc no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $444.6M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2074ea2-ec25-d464-3e35-804b75831d06
First observed: Apr 2, 2014
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOLISTIC FINANCIAL PARTNERS, LLC

CRD 170913

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2074ea2-ec25-d464-3e35-804b75831d06

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LLEWELLYN, JASON, CHRISTOPHER

Member

yes

06/2015

Jun 3, 2015

May 15, 2024

ARMSTRONG, ANDY, JOHN

CHIEF COMPLIANCE OFFICER

08/2017

Aug 21, 2017

May 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$445M

n/a

2024

Apr 14, 2025

$378M

n/a

2023

Mar 20, 2024

$343M

n/a

2022

Mar 27, 2023

$290M

n/a

2021

Mar 22, 2022

$329M

n/a

2020

Mar 11, 2021

$278M

n/a

2019

Mar 4, 2020

$252M

n/a

2018

Feb 26, 2019

$202M

n/a

2017

Mar 22, 2018

$212M

n/a

2016

Mar 31, 2017

$192M

$172M

n/a

2015

Feb 25, 2016

$148M

n/a

2014

Feb 11, 2015

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$445M

$378M

17.6%

$290M

15.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEARSIDE ADVISORS, LLC

May 11, 2026

Jun 2, 2026

INDIANAPOLIS, IN

Firm absorbed

RIA to new firm

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Jun 3, 2015

CARMEL, IN

Team lift out

Other

0.1%