{
  "crd_number": 137933,
  "slug": "greenleaf-financial-group-carmel-in-137933",
  "primary_business_name": "GREENLEAF FINANCIAL GROUP",
  "legal_name": "GREENLEAF FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Carmel",
  "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": "2019-12-13",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 175200121.0,
  "raum_discretionary": 166287827.0,
  "raum_non_discretionary": 8912294.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 112717.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 34864109.0,
      "count": 59
    },
    "high_net_worth_individuals": {
      "raum": 140223295.0,
      "count": 63
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "IN"
  ],
  "websites": [
    "https://greenleaf-fg.com",
    "https://linkedin.com/in/jennifer-hartman-cfp-0376005",
    "https://x.com/feeonlyadvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137933",
  "city_as_filed": "CARMEL",
  "url": "https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933",
  "display_name": "Greenleaf Financial Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Greenleaf Financial Group (CRD 137933): 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": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Greenleaf Financial Group compensated?",
      "a": "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). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Greenleaf Financial Group located?",
      "a": "Greenleaf Financial Group's principal office is in Carmel, IN, according to its Form ADV."
    },
    {
      "q": "Is Greenleaf Financial Group registered with the SEC or a state?",
      "a": "Greenleaf Financial Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 137933."
    },
    {
      "q": "How much does Greenleaf Financial Group manage?",
      "a": "Greenleaf Financial Group reports $175,200,121 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (95% discretionary)."
    },
    {
      "q": "How have Greenleaf Financial Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Greenleaf Financial Group serve?",
      "a": "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)."
    },
    {
      "q": "Does Greenleaf Financial Group 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/137933"
    },
    {
      "q": "What changed in Greenleaf Financial Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $156,226,772 to $175,200,121 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 126256942.0,
      "total_employees": 2,
      "filing_date": "2021-07-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 138141357.0,
      "total_employees": 2,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 125317887.0,
      "total_employees": 2,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139589295.0,
      "total_employees": 2,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 156226772.0,
      "total_employees": 2,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 175200121.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $156,226,772 to $175,200,121 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 34864109.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 140223295.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 112717.0
    }
  ],
  "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/137933",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}