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Elevated Financial Group, LLC

● SEC registered since 2025CRD 334353SEC# 801-131787Carmel, IN
Export (members)
Reg. AUM
$399.3M
Employees
8
Accounts
1,045
Location
Carmel, IN

Elevated Financial Group, LLC assets under management

Elevated Financial Group, LLC is an investment advisory firm registered with the SEC based in Carmel, IN. The firm has been registered since 2025. It reports $399.3 million in regulatory assets under management and employs 8 people.
www.elevatedfg.comView on SEC.gov ↗

Elevated Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Paul Condle ControlManaging Partner50-75%2024
Jonathan Patrick McCarty ControlManaging Partner And Chief Compliance Officer50-75%2024

Frequently asked questions

How much does Elevated Financial Group, LLC manage?

Elevated Financial Group, LLC reports $399.3 million in regulatory assets under management on its Form ADV.

How many employees does Elevated Financial Group, LLC have?

Elevated Financial Group, LLC reports 8 employees.

Where is Elevated Financial Group, LLC located?

Elevated Financial Group, LLC is based in Carmel, IN and has been SEC-registered since 2025.

Does Elevated Financial Group, LLC disclose fund performance?

Elevated Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address695 Pro Med Lane, Suite 209, Carmel, IN 46032
Phone317-533-7721
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$399.3M
Non-discretionary$0
Total (RAUM)$399.3M