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 registered investment adviser organized as an LLC and SEC-registered in 2025. Ownership is held by an individual, and the firm serves both individual and family clients as well as institutional accounts. It positions itself as a capital allocator — managing portfolios directly while also selecting outside managers and third‑party funds when appropriate. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm charges a mix of percentage‑of‑AUM, hourly, and fixed fees. Elevated Financial Group does not self‑identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Justin Brammer
Financial AdvisorCRD 6126487
Stephanie Ashley
Investment Advisor RepresentativeCRD 6735501
Christopher Condle
Registered RepresentativeCRD 4521700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$279M in ETFs
78%
$218M
20%
$61.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.7M | 54,578 | 12.78% |
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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