ELEVATED FINANCIAL GROUP
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 334353
- Registered since
- January 10, 2025
- Website
- www.elevatedfg.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA CAPITAL, LLC, ADP BROKER-DEALER, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI41.04%
- Pension & Profit Sharing Plans34.24%
- Individuals24.62%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Elevated Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm functions as a capital allocator serving both individual/family and institutional clients. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Elevated reports that it does not identify as an active ESG investor and it operates under a single-state registration profile.
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds2%
- Other1%
Contacts
3 of 7JUSTIN BRAMMER
Financial AdvisorCRD 6126487
Stephanie Ashley
Investment Advisor RepresentativeCRD 6735501
CHRISTOPHER CONDLE
Registered RepresentativeCRD 4521700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$279M in ETFs
78%
$218M
20%
$61.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.7M | 54,578 | 12.78% |
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
- 500 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
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