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ELEVATED FINANCIAL GROUP

INDIANAPOLIS, IN · CRD 334353 · IAPD ↗ · elevatedfg.com · 317-533-7721

$532.0MRegulatory AUM
8Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
27States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — ELEVATED FINANCIAL GROUP notice-filed in NJ, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ELEVATED FINANCIAL GROUP notice-filed in MA, MN, NC, OR, SC, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — ELEVATED FINANCIAL GROUP crossed $500M in regulatory AUM ($399.3M -> $532.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — ELEVATED FINANCIAL GROUP grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
December 2025 — ELEVATED FINANCIAL GROUP moved its main office from CARMEL, IN to INDIANAPOLIS, IN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
August 2025 — ELEVATED FINANCIAL GROUP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
June 2025 — ELEVATED FINANCIAL GROUP notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — ELEVATED FINANCIAL GROUP notice-filed in MI, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — ELEVATED FINANCIAL GROUP moved its main office from INDIANAPOLIS, IN to CARMEL, IN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
73
April 2025 — ELEVATED FINANCIAL GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — ELEVATED FINANCIAL GROUP (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.