INDIANAPOLIS, INCRD 143311Latest ADV March 6, 2026
Elser Financial Planning, 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 March 6, 2026, reports $2.1B in regulatory assets under management, 15 employees, and 1,643 accounts.
Assets Under Management
$2.1B
Employees
15
Offices
--
Total Clients
584
Primary office
INDIANAPOLIS, IN
8900 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.9% of total clients.
Top client categories% of clientsClients
1
HNWI
71.9%
420
2
Individuals
27.1%
158
3
Corporations
1.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 6, 2026
Discretionary53.8%
$1.1B
54% of total RAUM53.8%
Non-discretionary46.2%
$974M
46% of total RAUM46.2%
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$2.1B
Total Accounts1,643
10Y AUM Change+$1.9B (+1022.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee39:1
10Y Employee Change+9 (+150.0%)
* 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.