# Elevated Financial Group

Elevated Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** elevatedfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/elevated-financial-group

## Regulatory record

- **CRD number:** 334353
- **SEC file number:** 801-131787
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334353

## About

ELEVATED FINANCIAL GROUP is an SEC-registered investment adviser in INDIANAPOLIS, IN, registered since 2025. The firm manages approximately $532 million in regulatory assets. It has 13 employees and 8 investment advisers.

## Questions

### Who runs investment decisions at Elevated Financial Group?

No named principals are publicly documented for Elevated Financial Group. The firm does not disclose its leadership or investment decision-makers in public records, regulatory filings, or press coverage. This level of opacity is common for single-family offices that prioritize privacy.

### Does Elevated Financial Group invest in external funds or direct deals?

There are no publicly verified investments, fund commitments, or direct deals attributed to Elevated Financial Group. The firm has no known portfolio companies, co-investor relationships, or fund holdings in public databases. Its investment strategy remains undisclosed.

### What sectors does Elevated Financial Group target?

Elevated Financial Group does not publicly disclose sector preferences. No target industries, stage focuses, or asset-class allocations are documented. The firm's investment parameters are private.

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Last updated: 2026-07-06T01:24:15.808Z

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