Elser Financial Planning, Inc.
● SEC registered since 2015CRD 143311SEC# 801-80871Indianapolis, IN
Reg. AUM
$2.11B
Employees
15
Accounts
1,643
Location
Indianapolis, IN
Elser Financial Planning, Inc. assets under management
Elser Financial Planning, Inc. is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2015. It reports $2.1 billion in regulatory assets under management and employs 15 people.
Elser Financial Planning, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Carter Hamilton | Shareholder | Under 5% | 2017 |
| Eric A Shetter | Shareholder | Under 5% | 2021 |
| James Robert Wenglikowski | Shareholder | Under 5% | 2025 |
| Jonathan Lee Herndon | Shareholder/Managing Partner | 10-25% | 2017 |
| Kathleen Ellen Tranovich | Shareholder/Managing Partner | 5-10% | 2023 |
| Linda D Murphy | Cco/Managing Partner | 5-10% | 2012 |
| MacKenzie Zander | Shareholder/Operations | Under 5% | 2025 |
| Samuel Rabon McDaniel | Shareholder | Under 5% | 2025 |
| Susan Christine Elser Control | President | 50-75% | 2007 |
| Zachary G Giles | Shareholder | Under 5% | 2024 |
Frequently asked questions
How much does Elser Financial Planning, Inc. manage?
Elser Financial Planning, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Elser Financial Planning, Inc. have?
Elser Financial Planning, Inc. reports 15 employees.
Where is Elser Financial Planning, Inc. located?
Elser Financial Planning, Inc. is based in Indianapolis, IN and has been SEC-registered since 2015.
Does Elser Financial Planning, Inc. disclose fund performance?
Elser Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240 |
| Phone | 317-731-5615 |
| Fax | 317-731-5673 |
| Office hours | 8:00 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2028202 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.11B▲ 5%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$2.11Bregulatory AUM
Discretionary $1.13BNon-discretionary $973.8M