Elevated Financial Group, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 334353
· SEC file 801-131787
· Indianapolis, IN
· www.elevatedfg.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $532M
- Discretionary
- $532M
- Clients
- 716
- Avg AUM / client
- $743K
- Accounts
- 1,866
- Employees
- 13
AUM over time
$0
$532M
Dec 2024
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 557 | $131M | 24.6% |
| High net worth individuals | 133 | $218M | 41.0% |
| Pension and profit sharing plans | 24 | $182M | 34.2% |
| Corporations and other businesses | 2 | $528K | 0.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Paul Condle | Managing Partner | CFP | Nov 2024 (2y) | 50% – 75% |
| Jonathan Mccarty | Managing Partner And Chief Compliance Officer | CFP | Nov 2024 (2y) | 50% – 75% |
| Camryn Alexis Olson | Registered representative | Jan 2025 (2y) | ||
| Ryan Michael Bradley | Registered representative | CFP | Jan 2025 (2y) | |
| Timothy Nicholas Hays | Registered representative | Apr 2025 (1y) | ||
| Stephanie Ashley | Registered representative | May 2025 (1y) | ||
| Justin Troy Brammer | Registered representative | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $88.3M (17% of AUM) Jul 2026
- Transamerica Capital, Inc. $36.7M (7% of AUM) Jul 2026
- Adp Broker Dealer, Inc. $24.7M (5% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗