{ "crd_number": 105653, "slug": "bedel-financial-consulting-inc-indianapolis-in-105653", "primary_business_name": "BEDEL FINANCIAL CONSULTING INC", "legal_name": "BEDEL FINANCIAL CONSULTING INC", "dbas": [], "city": "Indianapolis", "state": "IN", "country": "United States", "cbsa_code": "26900", "metro": { "cbsa_code": "26900", "common_name": "Indianapolis", "msa_name": "Indianapolis-Carmel-Greenwood, IN", "path": "/advisors/in/indianapolis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1989-07-06", "years_registered": 37, "period": "2026-10-01", "filing_date": "2026-08-05", "carried_forward": false, "raum_total": 2919792188.0, "raum_discretionary": 2918214693.0, "raum_non_discretionary": 1577495.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 28, "advisory_employees": 19, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 5562447.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 132865986.0, "count": 421 }, "high_net_worth_individuals": { "raum": 2729485987.0, "count": 741 }, "corporations_other_businesses": { "raum": 51877768.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "FL", "GA", "IL", "IN", "KY", "LA", "MA", "MI", "MN", "NC", "NY", "OH", "OR", "PA", "SC", "TN", "TX", "WA", "WI" ], "websites": [ "https://bedelfinancial.com", "https://facebook/COM/BEDELFINANCIAL", "https://instagram.com/bedelfinancial", "https://linkedin.com/company/bedel-financial-consulting-inc?viewAsMember=true", "https://tiktok.com/@bedelfinancial", "https://twitter.com/BEDELFINANCIAL" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105653", "city_as_filed": "INDIANAPOLIS", "url": "https://advisorcensus.com/firm/bedel-financial-consulting-inc-indianapolis-in-105653", "display_name": "Bedel Financial Consulting Inc", "summary": "Bedel Financial Consulting Inc is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.", "citation": "AdvisorCensus. Bedel Financial Consulting Inc (CRD 105653): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Bedel Financial Consulting Inc compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bedel Financial Consulting Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Bedel Financial Consulting Inc located?", "a": "Bedel Financial Consulting Inc's principal office is in Indianapolis, IN, according to its Form ADV." }, { "q": "Is Bedel Financial Consulting Inc registered with the SEC or a state?", "a": "Bedel Financial Consulting Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105653." }, { "q": "How much does Bedel Financial Consulting Inc manage?", "a": "Bedel Financial Consulting Inc reports $2,919,792,188 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)." }, { "q": "How have Bedel Financial Consulting Inc's assets and staff changed since 2021?", "a": "In the Form ADV data for Bedel Financial Consulting Inc: Regulatory assets under management: $1,580,496,985 in the October 2021 data and $2,919,792,188 in the October 2026 data, up 85%. Total employees: 14 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bedel Financial Consulting Inc serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (741); individuals (other than high net worth individuals) (421)." }, { "q": "Which custodians does Bedel Financial Consulting Inc use?", "a": "Bedel Financial Consulting Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Bedel Financial Consulting Inc report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105653" }, { "q": "What changed in Bedel Financial Consulting Inc's recent Form ADV filings?", "a": "In the March 2026 filing data: Employees performing advisory functions went from 15 to 19. Regulatory assets under management went from $2,470,725,469 to $2,919,792,188 (+18%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1580496985.0, "total_employees": 14, "filing_date": "2021-08-13" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1891843522.0, "total_employees": 14, "filing_date": "2022-09-27" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1809355091.0, "total_employees": 14, "filing_date": "2023-06-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2137382356.0, "total_employees": 25, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2470725469.0, "total_employees": 26, "filing_date": "2025-06-05" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2919792188.0, "total_employees": 28, "filing_date": "2026-08-05" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 15 to 19.", "Regulatory assets under management went from $2,470,725,469 to $2,919,792,188 (+18%)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Registered or notice-filed in NY." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/bedel-financial-consulting-inc-indianapolis-in-105653.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 421, "fewer_than_5": false, "raum": 132865986.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 741, "fewer_than_5": false, "raum": 2729485987.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 5562447.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 51877768.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105653", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }