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| Happy Holidays!! thanks for using AUM13F!! |
| Elevated Financial Group LLC
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|---|---|
| CRD # | 334353 |
| SEC # | 801-131787 |
| CIK # | |
| AUM | $399.3 M (2025-07-07) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 317-533-7721 |
| Address | 695 Pro Med Lane Carmel, IN 46032 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 69.2 |
| (b) Individuals (high net worth individuals) | 99 | 169.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 159.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 399.3 |
| By Discretionary | ||
| Discretionary | 1,045 | 399.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,045 | 399.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.3 | |
| Total | 1,045 | 399.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pitzl Financial LLC
✚
|
MN | 0.4 |
|
Measured Risk Portfolios Inc
✚
|
CA | 0.4 |
|
Kestrel Partners LLP
✚
|
0.4 | |
|
Terra Wealth Management LLC
✚
|
NC | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Lifestyle Asset Management Inc
✚
|
TX | 0.4 |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 0.4 |
|
Zullo Investment Group Inc
✚
|
PA | 0.4 |
|
Bankoh Investment Services Inc
✚
|
HI | 0.4 |
|
PhD Consulting LLC
✚
|
KS | 0.4 |