Falists
← Back to search

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP, LLC

CRD 334353 · SEC 801-131787

Visit website

500 E. 96TH STREET, SUITE 125, INDIANAPOLIS, IN, 46240, United States

Phone

317-533-7721

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$532.0M

Discretionary AUM

$532.0M

Team

13 total employees; 8 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals557$131.0M
High net worth individuals133$218.3M
Pension/profit sharing plans24$182.1M
Corporations/business entities2$528K

States served

AZ, CA, CO, GA, IL, IN, IA, KY, LA, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, SC, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD