Elevated Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Elevated Financial Group reports 716 clients. They include 557 individual clients, 133 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 100.0% ($532M across 1,866 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 25% |
| High-net-worth individuals | 19% | 41% |
| Pension and profit-sharing plans | 3% | 34% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 557 | $131M | 24.6% | $235K |
| High-net-worth individuals | 133 | $218M | 41.0% | $1.64M |
| Pension and profit-sharing plans | 24 | $182M | 34.2% | $7.59M |
| Corporations and other businesses | Fewer than 5 | $528K | 0.1% | $264K |
| Total | 716 | $532M | 100% | — |
- Clients
- 557
- Regulatory AUM
- $131M
- AUM share
- 24.6%
- Avg. per client
- $235K
- Clients
- 133
- Regulatory AUM
- $218M
- AUM share
- 41.0%
- Avg. per client
- $1.64M
- Clients
- 24
- Regulatory AUM
- $182M
- AUM share
- 34.2%
- Avg. per client
- $7.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $528K
- AUM share
- 0.1%
- Avg. per client
- $264K
Total
- Clients
- 716
- Regulatory AUM
- $532M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Elevated Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Limited-scope consulting fees are negotiated with the client and billed as services are rendered.
- Estate planning documents
- Estate planning documents offered through Wealth.com carry a flat fee of $0 to $1,000, as defined in the financial planning agreement.
- Financial planning
- One-time plans are fixed fees of $500 to $100,000 or hourly at $350 to $1,000 an hour; ongoing planning is $99 to $999 a month.
- Private investment coordination
- A flat fee of $1,000 to $25,000 for coordinating private investments, charged in addition to advisory fees.
- Retirement plan services
- Plan sponsor advisory fees are up to 0.50% a year, plus a flat $2,500 for one-time 401(k) set-up and facilitation.
Jonathan McCarty owns 50% to 75% of Elevated Financial Group. The leadership team of Elevated Financial Group includes Chief Compliance Officer Jonathan McCarty. It has 13 employees, 8 of them in advisory roles.
Staff
- 13 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 7 insurance agents
- Owns 50% to 75% of Elevated Financial Group, LLC
Jonathan McCarty
Control person · since November 2024
- Owns 50% to 75% of Elevated Financial Group, LLC
Christopher Condle
Control person · since November 2024
Elevated Financial Group’s regulatory assets grew from $399M (July 2025) to $532M (September 2026); clients rose from 427 to 716 and employees from 8 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $532M | 716 | 13 | 1 |
| Jul 2025July 2025 | $399M | 427 | 8 | 1 |
Besides its headquarters, Elevated Financial Group has 0 offices, with 1 listed address in 1 state.
Indiana · 1 listed address
- 500 E. 96th Street, Suite 125, IndianapolisHQ
Contact and registration details
- Legal name
- Elevated Financial Group, LLC
- Headquarters
- 500 E. 96th Street, Suite 125, Indianapolis, IN 46240
- Website
- elevatedfg.com
- Phone
- 317-533-7721
- @elevated-financial-group
- SEC file
- 801-131787
- Structure
- Indiana LLC
- Fiscal year end
- December
Elevated Financial Group’s named custodians for separately managed accounts are Charles Schwab ($88.3M, 59%), Transamerica Capital ($36.7M, 25%) and Adp Broker-Dealer ($24.7M, 16%). Elevated Financial Group has custody of $20.1M for 25 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $88.3M59%
- Transamerica CapitalTransamerica Capital, LLC · Denver, CO · $36.7M25%
- Adp Broker-DealerAdp Broker-Dealer, Inc. · Roseland, NJ · $24.7M16%
At year end, Elevated Financial Group’s separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $365M across 125 positions; the largest are iShares TR (12.2%), iShares TR (7.1%) and iShares TR (7.1%).
What the accounts hold
- Stocks88%
- Funds2%
- Cash7%
- Other1%
- Private placements, reits1%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Elevated Financial Group have?
Elevated Financial Group has 716 clients and manages $532 million for them, as of September 2026. They include 557 individual clients, 133 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Elevated Financial Group offer?
Elevated Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Elevated Financial Group use?
Elevated Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $88.3M, Transamerica Capital, LLC (Denver, CO), with $36.7M and Adp Broker-Dealer, Inc. (Roseland, NJ), with $24.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Elevated Financial Group have?
Elevated Financial Group has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevated Financial Group invest in?
At the end of its last fiscal year, Elevated Financial Group’s separately managed accounts held 88% exchange-traded equities, 7% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Private Placements, Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevated Financial Group?
Elevated Financial Group’s direct owners are Jonathan McCarty (50% to 75%) and Christopher Condle (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Elevated Financial Group get paid?
Elevated Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Elevated Financial Group?
Elevated Financial Group’s main office is at 500 E. 96th Street, Suite 125, Indianapolis, IN 46240. Its phone number is 317-533-7721. Its website is elevatedfg.com.