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| Bedel Financial Consulting Inc
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|---|---|
| CRD # | 105653 |
| SEC # | 801-34764 |
| CIK # | 0000850553, 0001730511 |
| AUM | 2,919.8 M (2026-04-09) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Phone | 317-843-1358 |
| Address | 8940 River Crossing Blvd Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 318.2 | ||
| Apple Inc | 19.5 | ||
| Microsoft Corp | 12.5 | ||
| J P Morgan Chase & Co | 9.3 | ||
| Alphabet Inc | 6.1 | ||
| Nvidia Corp | 4.4 | ||
| Alphabet Inc | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 421 | 0.1 |
| (b) Individuals (high net worth individuals) | 741 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,435 | 2.9 |
| By Discretionary | ||
| Discretionary | 5,413 | 2.9 |
| Non-Discretionary | 22 | 0.0 |
| Total | 5,435 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 5,435 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000850553] | |
| 13F-HR | [0001730511] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
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