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| Elser Financial Planning Inc
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|---|---|
| CRD # | 143311 |
| SEC # | 801-80871 |
| CIK # | 0002028202 |
| AUM | $2.0 B (2025-02-10) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 317-731-5615 |
| Address | 8900 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 16.2 | ||
| Apple Inc | 5.3 | ||
| Brown & Brown Inc | 3.3 | ||
| Microsoft Corp | 2.4 | ||
| Amazon Com Inc | 1.4 | ||
| Johnson & Johnson | 1.3 | ||
| Union Pacific Corp | 0.9 | ||
| Procter & Gamble Co | 0.7 | ||
| Amphenol Corp /DE/ | 0.6 | ||
| Norfolk Southern Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 0.1 |
| (b) Individuals (high net worth individuals) | 176 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,661 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,526 | 1.0 |
| Non-Discretionary | 135 | 1.0 |
| Total | 1,661 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,661 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002028202] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gemmer Asset Management LLC
✚
|
CA | 2.0 |
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 2.0 |
|
Blackhill Capital Inc
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|
NJ | 2.0 |
|
LBMC Investment Advisors LLC
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|
TN | 2.0 |
|
Traphagen Investment Advisors LLC
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|
NJ | 1.9 |
|
Capwealth Advisors LLC
✚
|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.9 |
|
Keystone Financial Group LLC
✚
|
KY | 1.9 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.8 |