Bedel Financial Consulting Inc
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 105653
- Registered since
- July 6, 1989
- Website
- www.bedelfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.48%
- Individuals4.55%
- Corporations / Businesses1.78%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bedel Financial Consulting Inc is an independent, privately owned registered investment adviser organized as a corporation and first registered with the SEC in 1989. The firm serves individual and family clients and provides fee-based services billed as a percentage of assets under management and through fixed fees. Core advisory capabilities listed on its filings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is not identified as an active ESG investor on its filings and the adviser is not listed as a multi-state adviser. Bedel Financial Consulting has received several industry recognitions, including placement on the Financial Times Top 300 RIA firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms lists in 2020, 2021 and 2025.
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities19%
- Other14%
- Cash & Cash Equivalents7%
- Private Funds1%
Owners & executives
3 of 6
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Cassi Vanderpool
Chief Operations OfficerCRD 6765430
Nicholas Rosebraugh
Financial Planning CoordinatorCRD 6795255
Contacts
3 of 15
Anthony Harcourt
Portfolio ManagerCRD 6215637
Nicholas Kelly
Portfolio ManagerCRD 7179678
Ryan Collier
Vice President and DirectorCRD 3273908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$504M in ETFs
52%
$260M
48%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $65.3M | 1,582,438 | 12.94% |
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
- 8940 River Crossing Blvd
- Time zone
- ET (UTC-5)
- Office locations
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