Elevated Financial Group
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 334353
- Registered since
- January 10, 2025
- Website
- www.elevatedfg.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA CAPITAL, LLC, ADP BROKER-DEALER, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI41.04%
- Pension & Profit Sharing Plans34.24%
- Individuals24.62%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Elevated Financial Group is an independent, individual-owned RIA that registered with the SEC in 2025. The firm serves both high-net-worth individuals and institutional clients and functions as a capital allocator, sourcing outside managers and investment vehicles for client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds2%
- Other1%
Contacts
3 of 7
Christopher Condle
Registered RepresentativeCRD 4521700
Stephanie Ashley
Investment Advisor RepresentativeCRD 6735501
Justin Brammer
Financial AdvisorCRD 6126487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$355M in ETFs
67%
$236M
26%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $57.9M | 75,609 | 16.31% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 500 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
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