INDIANAPOLIS, INCRD 334353Latest ADV April 20, 2026
Elevated Financial Group 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 April 20, 2026, reports $532M in regulatory assets under management, 13 employees, and 1,866 accounts.
Assets Under Management
$532M
Employees
13
Offices
--
Total Clients
716
Primary office
INDIANAPOLIS, IN
500 E. 96TH STREET, SUITE 125, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
557
2
HNWI
18.6%
133
3
Pension Plans
3.4%
24
4
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of April 20, 2026
Discretionary100.0%
$532M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$532M
Total Accounts1,866
10Y AUM Change+$532M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee55:1
10Y Employee Change+9 (+225.0%)
* 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.