Greenleaf Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated April 1, 2026, reports $175M in regulatory assets under management, 2 employees, 1 office, and 495 accounts.
Assets Under Management
$175M
Employees
2
Offices
1 office
Total Clients
123
Primary office
CARMEL, IN
13295 ILLINOIS ST, SUITE 322, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
63
2
Individuals
48.0%
59
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of April 1, 2026
Discretionary94.9%
$166M
95% of total RAUM94.9%
Non-discretionary5.1%
$9M
5% of total RAUM5.1%
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$175M
Total Accounts495
10Y AUM Change+$63M (+56.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* 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.