|
⚲
|
| Keyboard |
| Elevated Financial Group LLC
✚
|
|
|---|---|
| CRD # | 334353 |
| SEC # | 801-131787 |
| CIK # | 0002063915 |
| AUM | 532.0 M (2026-06-15) |
| Employees | 13 (62% Investors, 8% Brokers) |
| Phone | 317-533-7721 |
| Address | 500 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.7 | ||
| Apple Inc | 3.8 | ||
| Lilly Eli & Co | 3.2 | ||
| Alphabet Inc | 2.2 | ||
| Salesforce Com Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 131.0 |
| (b) Individuals (high net worth individuals) | 133 | 218.3 |
| (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 | 24 | 182.1 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,866 | 532.0 |
| By Discretionary | ||
| Discretionary | 1,866 | 532.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,866 | 532.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.0 | |
| Total | 1,866 | 532.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063915] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affiliated Private Investors LLC
✚
|
FL | 533.7 M |
|
Collective Family Office LLC
✚
|
PA | 533.4 M |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 532.9 M |
|
Brophy Wealth Management LLC
✚
|
NH | 532.5 M |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 532.3 M |
|
Monument Capital Management LLC
✚
|
VA | 531.7 M |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 531.6 M |
|
XXI Wealth LLC
✚
|
IL | 531.5 M |
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |