Wealth manager, independent · Indianapolis, IN
Elevated Financial Group
Elevated Financial Group, LLC · SEC-registered investment adviser · CRD 334353 · SEC 801-131787
At a glance
Elevated Financial Group is an SEC-registered investment adviser based in Indianapolis, Indiana, with $532 million in regulatory assets under management as of its Form ADV filed September 21, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 690 individual clients. By Form ADV it is a wealth manager, ranked 2,768th of 8,915 wealth managers and 7,583rd of 17,210 SEC-registered advisers by assets.
Main office 317-533-7721elevatedfg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $532M
- Rank among wealth managers
- #2,768 of 8,915
- Rank among all SEC RIAs
- #7,583 of 17,210
- Rank in Indiana
- #62 of 146
- Individual clients
- 690
- High-net-worth clients
- 133
- Accounts
- 1,866
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Jonathan P. McCartyManaging Partner and Chief Compliance Officer
- Christopher P. CondleManaging Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Elevated Financial Group is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Purshe Kaplan Sterling Investments, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
r Investment Adviser Representatives (“IAR”) are registered representatives of Purshe Kaplan Sterling Investments , LLC (“ Purshe Kaplan ”), a full -service broker -dealer, member FINRA/SIPC, which compensates them for effecting securities
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 133 | $218M | 41% |
| Pension and profit sharing plans | 24 | $182M | 34% |
| Individuals | 557 | $131M | 25% |
| Corporations or other businesses | 2 | $1M | <1% |
Disciplinary disclosures
Elevated Financial Group answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗elevatedfg.com ↗
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The full record on Elevated Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,278 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Elevated Financial Group manage?
Elevated Financial Group reports $532 million in regulatory assets under management across 1,866 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
What kind of firm is Elevated Financial Group?
Elevated Financial Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Elevated Financial Group’s clients?
By assets, its largest client types are high-net-worth individuals ($218 million, 133 clients); pension and profit sharing plans ($182 million, 24 clients); individuals ($131 million, 557 clients).
Does Elevated Financial Group have any disciplinary history?
Elevated Financial Group answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Elevated Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →