ELEVATED FINANCIAL GROUP of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 334353). Regulatory assets under management: $532.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan Patrick Mccarty | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Christopher Paul Condle | MANAGING PARTNER | — |
| MCCARTY JONATHAN PATRICK | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| CONDLE CHRISTOPHER PAUL | MANAGING PARTNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2025-06-02 | regulatory | REP SOLICITED, COMMUNICATED OR SERVICED CLIENTS FROM 11/21/2024-1/10/2025 WITHOUT BEING REGISTERED, EXEMPT OR EMPLOYED BY AN INVESTMENT ADVISORY FIRM IN THE STATE OF INDIANA. | Final | $10K |