GREENLEAF FINANCIAL GROUP, LLC

GREENLEAF FINANCIAL GROUP, LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 137933). Regulatory assets under management: $175.2M.

Registration

• CRD: 137933
• SEC file number: 801-117775
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137933 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search