RIA Intel›Advisers›Indiana›ELEVATION FINANCIAL LLC

ELEVATION FINANCIAL LLC

Advisory

IN

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$63K
across 475 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
125
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

FINANCIAL PLANNING CONSULTANTS, INC.
LAFAYETTE, IN
$30M
+11.5% 1Y
SYCAMORE ASSET MANAGEMENT, LLC
$30M
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
SOUTH BEND, IN
$30M
ACCESS PARTNERS LLC
EVANSVILLE, IN
$31M
+89.8% 1Y
VERTICAL WEALTH, LLC
INDIANAPOLIS, IN
$32M
THE ROSE, INC.
$28M

Get the full picture on ELEVATION FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ELEVATION FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans