GREENLEAF FINANCIAL GROUP

Legal name: GREENLEAF FINANCIAL GROUP, LLC

CRD 137933File 801-117775

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$175.2M

Bottom 25% of cohort (national)

Discretionary AUM

$166.3M

Non-discretionary $8.9M

Clients

123

495 accounts

Employees

Bottom 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 13, 2019
Principal office: 13295 ILLINOIS ST, SUITE 322, CARMEL, IN, 46032-3022
Phone: 317-993-3384
Website: https://x.com/feeonlyadvisor

Assets & accounts

ADV Item 5F

Total regulatory AUM: $175.2M
Discretionary AUM: $166.3M
Non-discretionary AUM: $8.9M
Discretionary accounts: 465
Non-discretionary accounts: 30
Total accounts: 495
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$113K
High net worth individuals	63	$140.2M
Individuals (other than high net worth individuals)	59	$34.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.