ELSER FINANCIAL PLANNING, INC.
CRD #143311 SEC #801-80871 INDIANAPOLIS, IN 317-731-5615
SEC Registered
Total AUM
$2B
Discretionary
$971.7M
Employees
12
Clients
251
Accounts
1,661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2B | $971.7M | $1B | 12 | 22 |
| Aug 2024 | $2.1B | $842.9M | $1.2B | 12 | 30 |
| Jan 2024 | $2.1B | $842.9M | $1.2B | 11 | 30 |
| Jan 2024 | $2.1B | $842.9M | $1.2B | 12 | 30 |
| Feb 2023 | $1.4B | $660.7M | $719.2M | 12 | 30 |
| Jun 2022 | $1.6B | $649M | $930.1M | 12 | 30 |
| Feb 2022 | $1.6B | $649M | $930.1M | 12 | 30 |
| Feb 2021 | $500.3M | $500.3M | $0 | 9 | 24 |
| Jul 2020 | $431.7M | $431.7M | $0 | 8 | 40 |
| Apr 2020 | $431.7M | $431.7M | $0 | 8 | 40 |
| Jan 2020 | $431.7M | $431.7M | $0 | 8 | 40 |
| Jan 2019 | $334.1M | $334.1M | $0 | 7 | 37 |
| Feb 2018 | $300M | $300M | $0 | 6 | 37 |
| Apr 2017 | $187.9M | $187.9M | $0 | 6 | 100 |
| Jan 2017 | $187.9M | $187.9M | $0 | 6 | 100 |
| Aug 2016 | $160M | $160M | $0 | 5 | 100 |
| Jan 2016 | $142M | $142M | $0 | 4 | 100 |
| Jul 2015 | $127M | $127M | $0 | 4 | 26 |
| Apr 2015 | $122M | $122M | $0 | 4 | 26 |
| Jan 2015 | $110M | $110M | $0 | 4 | 26 |
DateFeb 2025
Total AUM$2B
Discretionary$971.7M
Non-Disc.$1B
Employees12
Clients22
DateAug 2024
Total AUM$2.1B
Discretionary$842.9M
Non-Disc.$1.2B
Employees12
Clients30
DateJan 2024
Total AUM$2.1B
Discretionary$842.9M
Non-Disc.$1.2B
Employees11
Clients30
DateJan 2024
Total AUM$2.1B
Discretionary$842.9M
Non-Disc.$1.2B
Employees12
Clients30
DateFeb 2023
Total AUM$1.4B
Discretionary$660.7M
Non-Disc.$719.2M
Employees12
Clients30
DateJun 2022
Total AUM$1.6B
Discretionary$649M
Non-Disc.$930.1M
Employees12
Clients30
DateFeb 2022
Total AUM$1.6B
Discretionary$649M
Non-Disc.$930.1M
Employees12
Clients30
DateFeb 2021
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees9
Clients24
DateJul 2020
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients40
DateApr 2020
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients40
DateJan 2020
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients40
DateJan 2019
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees7
Clients37
DateFeb 2018
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees6
Clients37
DateApr 2017
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees6
Clients100
DateJan 2017
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees6
Clients100
DateAug 2016
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients100
DateJan 2016
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients26
DateApr 2015
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees4
Clients26