SourcingSourcing

BEDEL FINANCIAL CONSULTING INC

C29
CRD 105653·SEC 801-34764·INDIANAPOLIS, IN
AUM
$2.92B
$1B+
Est. Revenue
$29.2M
@ 1% on AUM
Est. EBITDA
$8.8M
@ 30% margin
Est. Deal Value
$70.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEDEL FINANCIAL CONSULTING INC
CRD
105653
SEC file #
801-34764
EIN
000000000
DBA names
—

Economics

AUM
$2.92B
AUM band
$1B+
AUM trajectory
'20'26
$1.20B → $2.92B▲ +144%
Client mix
Individuals High Net Worth741
Individuals Other421

Operations

Employees (total)
28
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
12 advisors → 19 advisors▲ +58%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
facebook/com/bedelfinancial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOPS-BEDEL, ELAINE, ETHEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
KOPS-BEDEL, ELAINE, ETHEL
BEDEL, EVAN, DENNIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
26
Form 5500 Total Compensation
57,429
Form 5500 Compensation Trajectory 3y
202557,429
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
Schedule C Total Compensation
57,429
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001730511
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-02-06
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001765380-26-000143

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
8940 RIVER CROSSING BOULEVARDSUITE 120INDIANAPOLIS, IN 46240
Business
8940 RIVER CROSSING BOULEVARDSUITE 120INDIANAPOLIS, IN 46240
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-04 · 0001765380-26-000143
13F-HR2026-01-28 · 0001765380-26-000047
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4357703
Trust Company Affiliate
No

People (21)

21
KOPS-BEDEL, ELAINE, ETHEL
IAR · Direct Owner · 87.5%
4357703
BEDEL, EVAN, DENNIS
IAR · Direct Owner · 37.5%
5004530
WENDLING, WILLIAM, J
IAR · Executive Officer · 2.5%
4583949
COLLIER, RYAN, ALLEN
IAR · Executive Officer · 2.5%
3273908
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038
VANDERPOOL, CASSI, MICHELLE
Executive Officer · 2.5%
6765430
KATHRYN JANE HOWER
IAR
4802547
MATHEW JOSEPH RYAN
IAR
5987863
ABIGAYLE MAYE Presley
IAR
6138345
MEREDITH LEATHERS CARBREY
IAR
5515511
DAVID NEAL CROSSMAN
IAR
2221212
SARAH ELIZABETH MAHAFFA
IAR
5547676
OLIVIA SIMON MAYNES
IAR
6929827
Collin Knecht
IAR
7855284
ANTHONY STEWART HARCOURT
IAR
6215637
AUSTIN BERKELEY STAGMAN
IAR
6386884
JONATHAN MICHAEL KOOP
IAR
6101560
NICHOLAS JAMES ROSEBRAUGH
IAR
6795255
Catherine Ryan Sullivan
IAR
7075704
CARA LOUISE-MCCARTHY BUCHANAN
IAR
6256790
Nicholas Kelly
IAR
7179678