3 FACTOR INDEXING, LLC
SEC RegisteredBetter Risk Adjusted Overall Returns
About the firm
3Factor applies a disciplined investing approach to grow client wealth. Their approach relies on passive investing through indexing, thoughtful personal guidance from years of managing High Net-Worth family portfolios, and relentless attention to taxes through a world-class tax optimization platform.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Passive investing through indexing, personal guidance for portfolio management, and tax optimization, delivered at low fees.
Who they serve
High Net-Worth families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $3.5M |
| High Net Worth Individuals | 40 | $190M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 0.50% |
| Above $3 million | 0.35% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 3 FACTOR INDEXING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.