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| Financial Enhancement Group LLC
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|---|---|
| CRD # | 159017 |
| SEC # | 801-72907 |
| CIK # | 0001641438 |
| AUM | 987.0 M (2026-02-12) |
| Employees | 24 (88% Investors, 0% Brokers) |
| Phone | 765-640-1524 |
| Address | 2704 Enterprise Drive Anderson, IN 46013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.2 | ||
| Broadcom Inc | 15.4 | ||
| Linde PLC | 14.6 | ||
| Visa Inc | 14.5 | ||
| Nvidia Corp | 11.3 | ||
| Intercontinentalexchange Group Inc | 10.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 996 | 316.2 |
| (b) Individuals (high net worth individuals) | 261 | 643.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 24.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,599 | 987.0 |
| By Discretionary | ||
| Discretionary | 3,599 | 987.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,599 | 987.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 987.0 | |
| Total | 3,599 | 987.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641438] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
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