AdvisorCensus / Financial advisors / Indiana / Indianapolis / EHG Wealth Management
EHG Wealth Management
Filed as EHG WEALTH MANAGEMENT · Legal name EHG Wealth Management LLC
EHG Wealth Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is EHG Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), EHG Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does EHG Wealth Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 8, 2026 states: Up to $3,000,000: 2.5% a year; $3,000,000 to $10,000,000: 2% a year; $10,000,000 to $100,000,000: 1.8% a year; Above $100,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is EHG Wealth Management located?
EHG Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV.
Is EHG Wealth Management registered with the SEC or a state?
EHG Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342819.
How much does EHG Wealth Management manage?
EHG Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Does EHG Wealth Management report any disciplinary disclosures?
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/342819
What changed in EHG Wealth Management's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 4 to 10. Registered or notice-filed in GA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $3,000,000 | 2.5% |
| $3,000,000 to $10,000,000 | 2% |
| $10,000,000 to $100,000,000 | 1.8% |
| Above $100,000,000 | See the brochure |
The brochure's wording
Assets Under Management Annual Fee First $3 million 2.50% Next $7 million 2.00% Next $90 million 1.80% Over $100 million Negotiated
These fees may be negotiated at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated July 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- EHG Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 15. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 4 to 10.
- Registered or notice-filed in GA.
- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. EHG Wealth Management (CRD 342819): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819