# GREENLEAF FINANCIAL GROUP, LLC

GREENLEAF FINANCIAL GROUP, LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 137933
- Type: SEC-registered investment adviser
- SEC file number: 801-117775
- Location: 13295 ILLINOIS ST, SUITE 322, CARMEL, IN, 46032-3022
- Phone: 317-993-3384
- Latest filing: 2026-04-01
- Regulatory AUM: $175.2M
- Discretionary AUM: $166.3M
- Non-discretionary AUM: $8.9M
- Clients: 2
- Accounts: 495

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kathleen Elizabeth Hartman | CHIEF COMPLIANCE OFFICER | — |
| Jennifer Sue Hartman | MANAGING MEMBER; PARTNER; PRINCIPAL | — |
| HARTMAN KATHLEEN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| HARTMAN JENNIFER SUE | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137933/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137933/similar
- Related entities: https://search.stillhousedata.com/firm/137933/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137933

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.