Firm profile

Financial Enhancement Group

ANDERSON, INCRD 159017Registration Status: ApprovedEffective since January 3, 2012SEC # 801-72907Latest ADV September 23, 2026

Financial Enhancement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Anderson, IN. Its latest Form ADV filing, dated September 23, 2026, reports $987M in regulatory assets under management, 25 employees, 6 offices, and 3,599 accounts.

Assets Under Management
$987M
Employees
25
Offices
6 offices
Total Clients
1,281

Associated firm names

2 names listed
  • FINANCIAL ENHANCEMENT GROUP
  • FINANCIAL ENHANCEMENT GROUP LLC

Leadership

1 roles identified
CCODonald E. Hodson

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

ANDERSON, Indiana, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Indiana

ANDERSONPrimary office · INDIANAPOLIS · RENSSELAER · BROWNSBURG · LAFAYETTE

Georgia

WOODSTOCK

6 office records listed · 6 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone765-640-1524
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$987Mas of September 23, 2026
Discretionary100.0%
$987M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
996
2
HNWI
20.4%
261
3
Corporations
1.6%
21
4
Charitable
0.2%
3

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$987M
Total Accounts3,599
10Y AUM Change+$727M (+279.5%)

Private Funds

Private funds reported by Financial Enhancement Group

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees25
Clients per Employee51:1
10Y Employee Change+6 (+31.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JOE'S MONEY SHOW LLCDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
25% to < 50%
ADAM MICHAEL HARTERDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
10% to < 25%
DONALD EARL HODSONDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
10% to < 25%
TAYLOR BENNETT JENKINSONDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
10% to < 25%
AARON SCOTT RHEAUMEDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
5% to < 10%
Samuel NeffDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
5% to < 10%
GRANT GARNER SOLIVENDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
5% to < 10%
JOSEPH ANDREW CLARKDirect owner · Schedule AInterest in FINANCIAL ENHANCEMENT GROUP
< 5%
JOSEPH ANDREW CLARKIndirect owner · Schedule BInterest in JOE'S MONEY SHOW LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Financial Enhancement Group.

Reported ownership and control details

Form ADV · Filing date 2026-09-23 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JOSEPH ANDREW CLARKMANAGING MEMBERIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NAYesMANAGING MEMBER11/2011Schedule APDF page 22
2JOE'S MONEY SHOW LLCOWNERDomestic entityFINANCIAL ENHANCEMENT GROUP25% to less than 50%Code CNoOWNER03/2002Schedule APDF page 22
3ADAM MICHAEL HARTERCHIEF INVESTMENT STRATEGIST, OWNERIndividualFINANCIAL ENHANCEMENT GROUP10% to less than 25%Code BYesCHIEF INVESTMENT STRATEGIST, OWNER12/2012Schedule APDF page 22
4DONALD EARL HODSONCHIEF COMPLIANCE OFFICER, OWNERIndividualFINANCIAL ENHANCEMENT GROUP10% to less than 25%Code BYesCHIEF COMPLIANCE OFFICER, OWNER12/2012Schedule APDF page 22
5TAYLOR BENNETT JENKINSONLEAD PARAPLANNERIndividualFINANCIAL ENHANCEMENT GROUP10% to less than 25%Code BYesLEAD PARAPLANNER01/2019Schedule APDF page 22
6AARON SCOTT RHEAUMEDIRECTOR OF FINANCIAL PLANNINGIndividualFINANCIAL ENHANCEMENT GROUP5% to less than 10%Code ANoDIRECTOR OF FINANCIAL PLANNING01/2020Schedule APDF page 22
7VICKY J MELLADYFIRM ADMINISTRATORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoFIRM ADMINISTRATOR01/2021Schedule APDF page 22
8STACY J MCNEALPROCESSORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoPROCESSOR01/2021Schedule APDF page 22
9Samuel NeffFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUP5% to less than 10%Code ANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
10GRANT GARNER SOLIVENFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUP5% to less than 10%Code ANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
11Daren Eugene HardestyFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
12Seth Michael GrimmeFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
13PAUL EDWARD KARSHNERFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
14Jamie Catherine BurtonFINANCIAL ADVISORIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoFINANCIAL ADVISOR01/2025Schedule APDF page 22
15Dusty Lynn EmmonsACCOUNT SPECIALISTIndividualFINANCIAL ENHANCEMENT GROUPLess than 5%Code NANoACCOUNT SPECIALIST01/2025Schedule APDF page 22
16JOSEPH ANDREW CLARKMANAGING MEMBER/OWNERIndividualJOE'S MONEY SHOW LLC25% to less than 50%Code CYesMANAGING MEMBER/OWNER03/2002Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/23/2026 3:59:05 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.