SourcingSourcing

ELEVATED FINANCIAL GROUP, LLC

C33
CRD 334353·SEC 801-131787·INDIANAPOLIS, IN
AUM
$532.0M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELEVATED FINANCIAL GROUP, LLC
CRD
334353
SEC file #
801-131787
EIN
332197962
DBA names
Elevated Financial Group

Economics

AUM
$532.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$399.3M → $532.0M▲ +33%
Client mix
Individuals Other557
Individuals High Net Worth133
Pension Profit Sharing Plans24
Corporations2

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
4 advisors → 8 advisors▲ +100%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
linkedin.com/company/elevated-financial-group(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONDLE, CHRISTOPHER, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CONDLE, CHRISTOPHER, PAUL
MCCARTY, JONATHAN, PATRICK
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002063915
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-29
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002063915-26-000004

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
1
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
500 E 96TH STREETSUITE 125INDIANAPOLIS, IN 46240
Business
500 E 96TH STREETSUITE 125INDIANAPOLIS, IN 46240
Edgar EIN
332197962
Edgar Recent Filings
13F-HR2026-05-11 · 0002063915-26-000004
13F-HR2026-01-29 · 0002063915-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4521700
Trust Company Affiliate
No

People (7)

7
CONDLE, CHRISTOPHER, PAUL
IAR · Direct Owner · 62.5%
4521700
MCCARTY, JONATHAN, PATRICK
IAR · Direct Owner · 62.5%
4811946
Camryn Alexis Olson
IAR
7613314
RYAN MICHAEL BRADLEY
IAR
6815563
JUSTIN TROY BRAMMER
IAR
6126487
TIMOTHY NICHOLAS HAYS
IAR
5140165
Stephanie Ashley
IAR
6735501