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 advisor formed as a limited liability company and owner-operated. The firm is SEC-registered and began federal registration in 2025. Its client mix includes both individual and family clients as well as institutional relationships. Elevated Financial Group acts as a capital allocator and provides a mix of advisory services: comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm charges fees by percentage of assets under management and also uses hourly and fixed-fee engagements. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 7
Justin 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 56Active vs passive
$330M in ETFs
78%
$255M
20%
$74.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.4M | 59,230 | 13.45% |
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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