INDIANAPOLIS, INCRD 105653Latest ADV April 9, 2026
Bedel Financial Consulting Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 9, 2026, reports $2.9B in regulatory assets under management, 28 employees, and 5,435 accounts.
Assets Under Management
$2.9B
Employees
28
Offices
--
Total Clients
1,162
Primary office
INDIANAPOLIS, IN
8940 RIVER CROSSING BLVD., SUITE 120, INDIANAPOLIS, IN, United States
Top client segmentHNWI represent 63.8% of total clients.
Top client categories% of clientsClients
1
HNWI
63.8%
741
2
Individuals
36.2%
421
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 9, 2026
Discretionary99.9%
$2.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts5,435
10Y AUM Change+$1.9B (+193.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee42:1
10Y Employee Change+13 (+86.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.