Firm profile

AN EXCEPTIONAL LIFE FINANCIAL, LLC

INDIANAPOLIS, INCRD 288742Latest ADV March 26, 2026

An Exceptional Life Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 26, 2026, reports $259M in regulatory assets under management, 4 employees, and 949 accounts.

Assets Under Management
$259M
Employees
4
Offices
--
Total Clients
378
Primary office
INDIANAPOLIS, IN
5455 W 86TH ST, SUITE 205, INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMychal V. Eagleson

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
317
2
HNWI
14.0%
53
3
Pension Plans
2.1%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$259Mas of March 26, 2026
Discretionary98.7%
$256M
99% of total RAUM98.7%
Non-discretionary1.3%
$3M
1% of total RAUM1.3%
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.

Total AUM$259M
Total Accounts949
10Y AUM Change+$78M (+43.5%)

Employee Growth by Quarter

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

Total Employees4
Clients per Employee95:1
10Y Employee Change-1 (-20.0%)

* 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.