RIA IntelAdvisersIndianaELPIS CAPITAL GROUP, LLC

ELPIS CAPITAL GROUP, LLC

Advisory

FISHERS, IN

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in IN
#216
of 270 advisers by AUM
Average account
$95M
across 1 account
AUM per adviser
$19M
5 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM
$95M
Discretionary %
100%
Clients
1
Employees
8

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$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees8
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

CARDINAL CAPITAL MANAGEMENT, LLC
MUNCIE, IN
$95M
CIRCLE CITY WEALTH MANAGEMENT LLC
CARMEL, IN
$96M
BENHAM WEALTH MANAGEMENT, LLC
GREENWOOD, IN
$94M
SMART CHOICE FINANCIAL PLANNING, INC.
$96M
ATIS, INC
HIGHLAND, IN
$96M
NORWOOD ECONOMICS, INC.
FISHERS, IN
$97M

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