Elevated Financial Group
Elevated Financial Group is an SEC-registered mass-market adviser in Indianapolis, IN with $532.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Elevated Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334353, SEC 801-131787, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $532.0M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 13
- Clients
- 716
- CRD
- 334353
- Ownership
- CONDLE, CHRISTOPHER, PAUL; MCCARTY, JONATHAN, PATRICK
How much AUM does Elevated Financial Group have?
Elevated Financial Group reported $532.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Elevated Financial Group?
Disclosed owners and executives of Elevated Financial Group include CONDLE, CHRISTOPHER, PAUL, MCCARTY, JONATHAN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.