Elevated Financial Group, LLC
● SEC registered since 2025CRD 334353SEC# 801-131787Indianapolis, IN
Reg. AUM
$532M
Employees
13
Accounts
1,866
Location
Indianapolis, IN
Elevated Financial Group, LLC assets under management
Elevated Financial Group, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2025. It reports $532 million in regulatory assets under management and employs 13 people.
Elevated Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Condle Control | Managing Partner | 50-75% | 2024 |
| Jonathan Patrick McCarty Control | Managing Partner And Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Elevated Financial Group, LLC manage?
Elevated Financial Group, LLC reports $532 million in regulatory assets under management on its Form ADV.
How many employees does Elevated Financial Group, LLC have?
Elevated Financial Group, LLC reports 13 employees.
Where is Elevated Financial Group, LLC located?
Elevated Financial Group, LLC is based in Indianapolis, IN and has been SEC-registered since 2025.
Does Elevated Financial Group, LLC disclose fund performance?
Elevated Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 E. 96th Street, Suite 125, Indianapolis, IN 46240 |
| Phone | 317-533-7721 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$532M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$532Mregulatory AUM
Discretionary $532M