ELPIS CAPITAL GROUP, LLC

RIASEC Registered
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$127M
Accounts
1
Employees
8
Advisory reps
4

Firm details

Headquarters
FISHERS, Indiana
CRD number
175494
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elpis Capital Group, LLC is a small, institutionally focused advisory firm that acts primarily as sponsor, general partner and managing member of pooled investment vehicles. The firm’s advisory work centers on portfolio management for those pooled vehicles rather than broad retail wealth management or third‑party manager allocation. Fee arrangements combine a percentage of assets under management with performance‑based fees, which aligns compensation with fund performance and suggests incentive structures consistent with private fund sponsors. Investment activity is concentrated in privately negotiated opportunities. The firm is not positioned as a multi‑state adviser or an active ESG investor; instead, its operating posture is that of a manager running a limited number of closed or pooled vehicles and sourcing private transaction flow. Because the firm is not classified as a capital allocator, its emphasis is on originating and operating its own funds and placements rather than acting as an allocator across a broad slate of external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • CARRIE BASTIAN

    Chief Administrative OfficerCRD 5989194

  • SCOTT WOLFRUM

    Owner and CEOCRD 2187550

Contacts

2 of 2
  • Samuel Strausbaugh

    PresidentCRD 7345222

  • MICHAEL HENSCH

    MemberCRD 4868298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FISHERS, IN

HAMILTON

Location

FISHERS, IN

Headquartered in FISHERS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
HAMILTON
Address
7190 E 106th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth