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 registered investment adviser formed in 1989 that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it offers pension consulting. Its fees are charged as a percentage of assets under management and via fixed-fee engagements. Bedel is not positioned as an ESG specialist; its stated advisory activities emphasize traditional wealth-management and planning services rather than asset manager capital allocation. The firm has been recognized in national rankings: it appeared in the Financial Times Top 300 RIA Firms list in 2020 and was named among CNBC’s Top 100 Financial Advisory Firms 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 6Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
CASSI VANDERPOOL
Chief Operations OfficerCRD 6765430
NICHOLAS ROSEBRAUGH
Financial Planning CoordinatorCRD 6795255
Contacts
3 of 15ANTHONY 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 166Active vs passive
$442M in ETFs
51%
$227M
48%
$215M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $59.5M | 1,528,044 | 13.47% |
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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