{
  "crd_number": 334353,
  "slug": "elevated-financial-group-indianapolis-in-334353",
  "primary_business_name": "ELEVATED FINANCIAL GROUP",
  "legal_name": "ELEVATED FINANCIAL GROUP, 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": "Approved",
  "registration_date": "2025-01-10",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 531978537.0,
  "raum_discretionary": 531978537.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 130978756.0,
      "count": 557
    },
    "pension_profit_sharing": {
      "raum": 182135184.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 218336150.0,
      "count": 133
    },
    "corporations_other_businesses": {
      "raum": 528447.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://brammerfinancial.com",
    "https://elevatedfg.com",
    "https://facebook.com/people/Elevated-Financial-Group/61582995242987",
    "https://instagram.com/elevatedfg",
    "https://linkedin.com/company/elevated-financial-group",
    "https://tim-hays.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334353",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/elevated-financial-group-indianapolis-in-334353",
  "display_name": "Elevated Financial Group",
  "summary": "Elevated Financial Group is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. Elevated Financial Group (CRD 334353): 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",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Elevated Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevated Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Elevated Financial Group located?",
      "a": "Elevated Financial Group's principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is Elevated Financial Group registered with the SEC or a state?",
      "a": "Elevated Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334353."
    },
    {
      "q": "How much does Elevated Financial Group manage?",
      "a": "Elevated Financial Group reports $531,978,537 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Elevated Financial Group's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Elevated Financial Group: Regulatory assets under management: $399,257,194 in the October 2025 data and $531,978,537 in the October 2026 data, up 33%. Total employees: 8 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Elevated Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (557); high net worth individuals (133); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Elevated Financial Group use?",
      "a": "Elevated Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Broker-Dealer, Inc., Charles Schwab & Co., Inc. and Transamerica Capital, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevated Financial Group report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334353"
    },
    {
      "q": "What changed in Elevated Financial Group's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in NJ, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 399257194.0,
      "total_employees": 8,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 531978537.0,
      "total_employees": 13,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NJ, NY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $399,257,194 to $531,978,537 (+33%).",
        "Employees performing advisory functions went from 4 to 8.",
        "Registered or notice-filed in MA, MN, NC, OR, SC, VA, WA, WI."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NJ, NV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "ADP Broker-Dealer, Inc.",
      "name_as_filed": "ADP BROKER-DEALER, INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Transamerica Capital, LLC",
      "name_as_filed": "TRANSAMERICA CAPITAL, 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/elevated-financial-group-indianapolis-in-334353.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 557,
      "fewer_than_5": false,
      "raum": 130978756.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 133,
      "fewer_than_5": false,
      "raum": 218336150.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 182135184.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 528447.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/334353",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}