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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STOREN FINANCIAL

STOREN LEGACY PARTNERS, LLC, CRD 339197

ZIONSVILLE, 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:a653931a-544d-49bd-84d6-5dabfa5fc0fd

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2025 to Apr 7, 2026
5 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $438MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $438M
Private client RAUM: $432MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $62.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,676
Individual clients: 771
High net worth clients: 93
Custody, client assets: $258M
SEC number: 801-134761
CRD: 339197
Filings on the tape: 5
First filed: Nov 20, 2025
Latest filed: Apr 7, 2026
Organised: Limited Liability Company, IN
Website: storenfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Greg Alan Storen	n/a	ZIONSVILLE, IN	26	5	yes
Kiran Bala Sharma	n/a	ZIONSVILLE, IN	18	2	yes
RONNIE LEE JACKSON	Chartered Financial Analyst	ZIONSVILLE, IN	14	2	yes
Alexander Scott Kiritschenko	n/a	ZIONSVILLE, IN	23	2	yes
James Brian Biggs	n/a	ZIONSVILLE, IN	14	3	yes
Joseph John Cavazos	n/a	ZIONSVILLE, IN	13	1	yes
Matthew D Wilson	n/a	ZIONSVILLE, IN	19	n/a	no

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
BARAHONA, LAURA, MANUELA	CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	Apr 7, 2026	Apr 7, 2026
JACKSON, RONNIE, LEE	Owner	B	yes	10/2025	Apr 7, 2026	Apr 7, 2026
Kiritschenko, Alexander, Scott	Owner	A	yes	10/2025	Apr 7, 2026	Apr 7, 2026
Sharma, Kiran, Bala	Owner	C	yes	10/2025	Apr 7, 2026	Apr 7, 2026

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; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$438M	$438M	14	6	0	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
6	0	6	0.0%	0	0	0	6	0

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	$438M	n/a	n/a	n/a	n/a	14	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BRASS TAX WEALTH MANAGEMENT	3	Dec 31, 2025	Jan 15, 2026	ZIONSVILLE, IN	Firm absorbed	RIA to new firm	50.0%
LPL FINANCIAL LLC	2	Oct 6, 2020	Dec 18, 2025	BROWNSBURG, IN	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (7)

← Matthew D WilsonAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← Joseph John CavazosAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← Alexander Scott KiritschenkoAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← James Brian BiggsAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← Greg Alan StorenAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← Kiran Bala SharmaAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← RONNIE LEE JACKSONAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV

Controls (4)

← Kiritschenko, Alexander, ScottOwnerOWNER, ownership code A, individual
Apr 7, 2026 to presentfactForm ADV
← BARAHONA, LAURA, MANUELAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 7, 2026 to presentfactForm ADV
← Sharma, Kiran, BalaOwnerOWNER, ownership code C, individual
Apr 7, 2026 to presentfactForm ADV
← JACKSON, RONNIE, LEEOwnerOWNER, ownership code B, individual
Apr 7, 2026 to presentfactForm ADV

Moved with (2)

← BRASS TAX WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Jan 15, 2026factForm ADV
← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Oct 6, 2020 to Dec 18, 2025factForm ADV

Dated events

Occurred
Dec 31, 2025
Team lift-out
2 advisors left Brass Tax Wealth Management (Zionsville, IN) for Storen Financial on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a653931a-544d-49bd-84d6-5dabfa5fc0fd
First observed: Nov 20, 2025
Last observed: Apr 7, 2026 5 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.

STOREN FINANCIAL

STOREN LEGACY PARTNERS, LLC, CRD 339197

ZIONSVILLE, 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:a653931a-544d-49bd-84d6-5dabfa5fc0fd

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Greg Alan Storen

n/a

ZIONSVILLE, IN

yes

Kiran Bala Sharma

n/a

ZIONSVILLE, IN

yes

RONNIE LEE JACKSON

Chartered Financial Analyst

ZIONSVILLE, IN

yes

Alexander Scott Kiritschenko

n/a

ZIONSVILLE, IN

yes

James Brian Biggs

n/a

ZIONSVILLE, IN

yes

Joseph John Cavazos

n/a

ZIONSVILLE, IN

yes

Matthew D Wilson

n/a

ZIONSVILLE, IN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARAHONA, LAURA, MANUELA

CHIEF COMPLIANCE OFFICER

yes

10/2025

Apr 7, 2026

JACKSON, RONNIE, LEE

Owner

yes

10/2025

Apr 7, 2026

Kiritschenko, Alexander, Scott

Owner

yes

10/2025

Apr 7, 2026

Sharma, Kiran, Bala

Owner

yes

10/2025

Apr 7, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$438M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$438M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRASS TAX WEALTH MANAGEMENT

Dec 31, 2025

Jan 15, 2026

ZIONSVILLE, IN

Firm absorbed

RIA to new firm

50.0%

LPL FINANCIAL LLC

Oct 6, 2020

Dec 18, 2025

BROWNSBURG, IN

Team lift out

Ibd to new firm

0.0%