ELEVATED FINANCIAL GROUP

Legal name: ELEVATED FINANCIAL GROUP, LLC

CRD 334353File 801-131787

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$532.0M

Above cohort median (national)

Discretionary AUM

$532.0M

Clients

716

1,866 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 10, 2025
Principal office: 500 E. 96TH STREET, SUITE 125, INDIANAPOLIS, IN, 46240
Phone: 317-533-7721
Website: https://www.elevatedfg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $532.0M
Discretionary AUM: $532.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,866
Non-discretionary accounts: 0
Total accounts: 1,866
AUM per client: $743K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$528K
High net worth individuals	133	$218.3M
Pension and profit sharing plans	24	$182.1M
Individuals (other than high net worth individuals)	557	$131.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

Q11D2
Q11D4

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.