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Elser Financial Planning, Inc.

● SEC registered since 2015CRD 143311SEC# 801-80871Indianapolis, IN
Export (members)
Reg. AUM
$2B
Employees
12
Accounts
1,661
Location
Indianapolis, IN

Elser Financial Planning, Inc. assets under management

Elser Financial Planning, Inc. is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2015. It reports $2 billion in regulatory assets under management and employs 12 people.
elserfp.comView on SEC.gov ↗

Elser Financial Planning, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Derek Carter HamiltonShareholderUnder 5%2017
Eric A ShetterShareholderUnder 5%2021
Jonathan Lee HerndonShareholder/Managing Partner10-25%2017
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Frequently asked questions

How much does Elser Financial Planning, Inc. manage?

Elser Financial Planning, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Elser Financial Planning, Inc. have?

Elser Financial Planning, Inc. reports 12 employees.

Where is Elser Financial Planning, Inc. located?

Elser Financial Planning, Inc. is based in Indianapolis, IN and has been SEC-registered since 2015.

Does Elser Financial Planning, Inc. disclose fund performance?

Elser Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240
Phone317-731-5615
Fax317-731-5673
Office hours8:00 - 4:30
SEC regionChicago Regional Office (CHRO)
CIK2028202
Discloses disciplinary historyNo

Assets under management

Discretionary$971.7M
Non-discretionary$1.03B
Total (RAUM)$2B