{ "crd_number": 342819, "slug": "ehg-wealth-management-indianapolis-in-342819", "primary_business_name": "EHG WEALTH MANAGEMENT", "legal_name": "EHG WEALTH MANAGEMENT LLC", "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": "120-Day Approval", "registration_date": "2026-07-07", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-10-01", "carried_forward": false, "raum_total": 0.0, "raum_discretionary": 0.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 15, "advisory_employees": 10, "client_count_bucket": null, "clients_by_type": null, "compensation_types": [ "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "GA", "IN", "MI", "MO", "NY", "PA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342819", "city_as_filed": "INDIANAPOLIS", "url": "https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819", "display_name": "EHG Wealth Management", "summary": "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.", "citation": "AdvisorCensus. EHG Wealth Management (CRD 342819): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges" ], "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" ], "quick_answers": [ { "q": "How is EHG Wealth Management compensated?", "a": "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." }, { "q": "What does EHG Wealth Management's brochure say about its fees?", "a": "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." }, { "q": "Where is EHG Wealth Management located?", "a": "EHG Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV." }, { "q": "Is EHG Wealth Management registered with the SEC or a state?", "a": "EHG Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342819." }, { "q": "How much does EHG Wealth Management manage?", "a": "EHG Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026." }, { "q": "Does EHG Wealth Management 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/342819" }, { "q": "What changed in EHG Wealth Management's recent Form ADV filings?", "a": "In the October 2026 filing data: Employees performing advisory functions went from 4 to 10. Registered or notice-filed in GA." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Employees performing advisory functions went from 4 to 10.", "Registered or notice-filed in GA." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 8, 2026", "tiers": [ { "band": "Up to $3,000,000", "rate": "2.5%" }, { "band": "$3,000,000 to $10,000,000", "rate": "2%" }, { "band": "$10,000,000 to $100,000,000", "rate": "1.8%" }, { "band": "Above $100,000,000", "rate": null, "note": "Not stated in this schedule; see the brochure." } ], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Fee schedule", "statements": [ "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" ], "quotes": [ "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." ] } ], "quotes": [ "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819.md", "clients": [], "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/342819", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }