WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.
CRD #121978 SEC #801-123324 INDIANAPOLIS, IN 317-872-5090
SEC Registered
Total AUM
$445.5M
Discretionary
$0
Employees
14
Clients
251
Accounts
873
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRUCK, BONNIE, JANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TABITHA, ANN | I | DIRECTOR OF INVESTMENT OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| ERHART GRAVES, JULIANNE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
| WORLEY, GRACE, MARIE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (8)
CA FL IL IN NC NY OH TX
Address
3500 DEPAUW BLVD.SUITE 1035
INDIANAPOLIS, IN 46268
United States
Phone: 317-872-5090