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, SEC-registered advisory firm that has operated since 1989. Structured as a corporation under individual ownership, the firm focuses on fee-based wealth management for individuals and families, charging percentage-of-AUM and fixed fees. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional clients, with pension consulting listed among its service offerings. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser. The firm has received third-party recognition: named among the Financial Times’ Top 300 RIA Firms in 2020, and listed by CNBC among the 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 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 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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