# Greenleaf Financial Group

> 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.

- CRD: 137933
- Filed as: GREENLEAF FINANCIAL GROUP
- Legal name: Greenleaf Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137933
- AdvisorCensus page: https://advisorcensus.com/firm/greenleaf-financial-group-carmel-in-137933

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $175,200,121
- Discretionary: $166,287,827
- Non-discretionary: $8,912,294

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $34,864,109 |
| High net worth individuals | 63 | $140,223,295 |
| Charitable organizations | 1 | $112,717 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greenleaf-fg.com
- LinkedIn @jennifer-hartman-cfp-0376005
- X @feeonlyadvisor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,256,942 | 2 | July 12, 2021 |
| October 2022 | $138,141,357 | 2 | March 15, 2022 |
| October 2023 | $125,317,887 | 2 | March 16, 2023 |
| October 2024 | $139,589,295 | 2 | March 15, 2024 |
| October 2025 | $156,226,772 | 2 | March 5, 2025 |
| October 2026 | $175,200,121 | 2 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $156,226,772 to $175,200,121 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenleaf Financial Group (CRD 137933): Form ADV filing data as of October 2026.