Overview
Assets Under Management: $399 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Frequently Asked Questions
ELEVATED FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334353), ELEVATED FINANCIAL GROUP is subject to fiduciary duty under federal law.
ELEVATED FINANCIAL GROUP is headquartered in INDIANAPOLIS, IN.
ELEVATED FINANCIAL GROUP serves 99 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, ELEVATED FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ELEVATED FINANCIAL GROUP manages $399 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, ELEVATED FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,045
Discretionary Accounts: 1,045
Regulatory Filings
CRD Number: 334353
Filing ID: 2026888
Last Filing Date: 2025-11-12 16:43:18
Website: 0