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, SEC-registered investment adviser (registered in 2025) organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Custodians
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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
Similar firms
Reify Wealth Advisors, Inc.
RIAIndianapolis, IN
Monon Wealth Management
RIAIndianapolis, IN
The Wellington Grp LLC
RIAIndianapolis, IN
Northwest Financial Services Inc
RIAIndianapolis, IN
Mindset Wealth Management, LLC
RIAIndianapolis, IN
Quantum Financial Services Inc.
RIAIndianapolis, IN