AdvisorCensus / Financial advisors / Indiana / Indianapolis / Greenleaf Financial Group
Greenleaf Financial Group
Filed as GREENLEAF FINANCIAL GROUP · Legal name Greenleaf Financial Group, LLC
Greenleaf Financial Group is an SEC-registered investment advisory firm in Carmel, IN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Greenleaf Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Greenleaf Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Greenleaf Financial Group located?
Greenleaf Financial Group's principal office is in Carmel, IN, according to its Form ADV.
Is Greenleaf Financial Group registered with the SEC or a state?
Greenleaf Financial Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 137933.
How much does Greenleaf Financial Group manage?
Greenleaf Financial Group reports $175,200,121 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (95% discretionary).
How have Greenleaf Financial Group's assets and staff changed since 2021?
In the Form ADV data for Greenleaf Financial Group: Regulatory assets under management: $126,256,942 in the October 2021 data and $175,200,121 in the October 2026 data, up 39%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Greenleaf Financial Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (63); individuals (other than high net worth individuals) (59); charitable organizations (1).
Does Greenleaf Financial Group 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/137933
What changed in Greenleaf Financial Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $156,226,772 to $175,200,121 (+12%).
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
- Fixed fees (other than subscription fees)
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 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$175,200,121 as of October 2026, filing dated April 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.DA 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- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Greenleaf Financial Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (6 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $175,200,121 | 2 | April 1, 2026 |
| October 2025 | $156,226,772 | 2 | March 5, 2025 |
| October 2024 | $139,589,295 | 2 | March 15, 2024 |
| October 2023 | $125,317,887 | 2 | March 16, 2023 |
| October 2022 | $138,141,357 | 2 | March 15, 2022 |
| October 2021 | $126,256,942 | 2 | July 12, 2021 |
Regulatory assets under management: $126,256,942 in the October 2021 data and $175,200,121 in the October 2026 data, up 39%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $156,226,772 to $175,200,121 (+12%).
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.ISource: 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. Greenleaf Financial Group (CRD 137933): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933