ELEVATED FINANCIAL GROUP, LLC
Legal name: ELEVATED FINANCIAL GROUP
CRD #334353 SEC #801-131787 INDIANAPOLIS, IN 317-533-7721
SEC Registered
Total AUM
$399.3M
Discretionary
$399.3M
Employees
8
Clients
0
Accounts
1,045
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Sep 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Sep 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Sep 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Jul 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Jun 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| May 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Mar 2025 | $399.3M | $399.3M | $0 | 8 | 0 |
| Jan 2025 | $0 | $0 | $0 | 4 | 0 |
| Dec 2024 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0