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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bedel Financial Consulting Inc
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|---|---|
| CRD # | 105653 |
| SEC # | 801-34764 |
| CIK # | 0000850553, 0001730511 |
| AUM | $2.5 B (2025-06-05) |
| Employees | 26 (58% Investors, 0% Brokers) |
| Phone | 317-843-1358 |
| Address | 8940 River Crossing Blvd Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 257.3 | ||
| Microsoft Corp | 16.6 | ||
| Apple Inc | 16.5 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Alphabet Inc | 3.7 | ||
| Nvidia Corp | 3.7 | ||
| Oracle Corp | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 0.1 |
| (b) Individuals (high net worth individuals) | 715 | 2.3 |
| (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 | 5,083 | 2.5 |
| By Discretionary | ||
| Discretionary | 5,060 | 2.5 |
| Non-Discretionary | 23 | 0.0 |
| Total | 5,083 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 5,083 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000850553] | |
| 13F-HR | [0001730511] |
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