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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BEDEL FINANCIAL CONSULTING INC

CRD 105653

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a83cf85-535d-62df-cabd-c279ad29bda1

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2012 to Aug 5, 2026
61 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
Private client RAUM: $2.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $154Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 28
Advisory employees: 19
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,435
Individual clients: 421
High net worth clients: 741
Custody, client assets: $1.5B
SEC number: 801-34764
CIK: 1730511
CRD: 105653
Filings on the tape: 61
First filed: Mar 29, 2012
Latest filed: Aug 5, 2026
Organised: Corporation, IN
Website: facebook

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM J WENDLING	Chartered Financial Analyst	INDIANAPOLIS, IN	26	30	n/a	no
ELAINE ETHEL KOPS-BEDEL	Certified Financial Planner	INDIANAPOLIS, IN	25	37	n/a	no
KATHRYN JANE HOWER	Certified Financial Planner	INDIANAPOLIS, IN	21	22	1	no
MEREDITH LEATHERS CARBREY	Certified Financial Planner	INDIANAPOLIS, IN	18	19	n/a	no
RYAN ALLEN COLLIER	n/a	INDIANAPOLIS, IN	16	26	n/a	no
EVAN DENNIS BEDEL	Certified Financial Planner	INDIANAPOLIS, IN	16	17	n/a	no
DAVID NEAL CROSSMAN	Chartered Financial Analyst	INDIANAPOLIS, IN	14	34	1	no
ANTHONY STEWART HARCOURT	n/a	INDIANAPOLIS, IN	11	12	n/a	no
SARAH ELIZABETH MAHAFFA	Certified Financial Planner	INDIANAPOLIS, IN	9	18	1	no
ABIGAYLE MAYE Presley	Certified Financial Planner	INDIANAPOLIS, IN	9	12	n/a	no
AUSTIN BERKELEY STAGMAN	n/a	INDIANAPOLIS, IN	8	11	n/a	no
MATHEW JOSEPH RYAN	Certified Financial Planner	INDIANAPOLIS, IN	8	13	1	no
JONATHAN MICHAEL KOOP	Chartered Financial Analyst	INDIANAPOLIS, IN	7	13	1	no
Catherine Ryan Sullivan	Certified Financial Planner	INDIANAPOLIS, IN	7	10	n/a	no
OLIVIA SIMON MAYNES	Certified Financial Planner	Hanover, MD \| INDIANAPOLIS, IN	4	11	1	no
NICHOLAS JAMES ROSEBRAUGH	Certified Financial Planner	INDIANAPOLIS, IN	2	10	n/a	no
Collin Knecht	n/a	INDIANAPOLIS, IN	1	12	n/a	no
Nicholas Kelly	n/a	INDIANAPOLIS, IN	1	12	5	no
CARA LOUISE-MCCARTHY BUCHANAN	Certified Financial Planner	INDIANAPOLIS, IN	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOPS-BEDEL, ELAINE, ETHEL	Ceo	E	yes	07/1993	Aug 5, 2026	Aug 5, 2026
BEDEL, EVAN, DENNIS	President	C	no	09/2022	Aug 5, 2026	Aug 5, 2026
COLLIER, RYAN, ALLEN	VICE PRESIDENT	Na	no	09/2022	Aug 5, 2026	Aug 5, 2026
Elfenbein, Lonny, Scott	CHIEF COMPLIANCE OFFICER	Na	no	06/2023	Aug 5, 2026	Aug 5, 2026
VANDERPOOL, CASSI, MICHELLE	CHIEF OPERATING OFFICER	Na	no	09/2022	Aug 5, 2026	Aug 5, 2026
WENDLING, WILLIAM, J	CHIEF INVESTMENT OFFICER	Na	no	01/2010	Aug 5, 2026	Aug 5, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$2.9B	$2.9B	28	19	0	n/a	n/a
2024	Apr 17, 2025	$2.5B	$2.5B	26	15	0	n/a	n/a
2023	Mar 22, 2024	$2.1B	$2.1B	25	14	0	n/a	n/a
2022	Mar 31, 2023	$1.8B	$1.8B	14	13	0	n/a	n/a
2021	Mar 9, 2022	$1.9B	$1.9B	14	13	0	n/a	n/a
2020	Mar 12, 2021	$1.6B	$1.6B	14	13	0	n/a	n/a
2019	Mar 26, 2020	$1.4B	$1.4B	14	13	0	n/a	n/a
2018	Mar 13, 2019	$1.2B	$1.2B	15	12	0	n/a	n/a
2017	Mar 18, 2018	$1.2B	$1.2B	15	12	0	n/a	n/a
2016	Mar 6, 2017	$996M	$958M	15	12	n/a	n/a	n/a
2015	Feb 3, 2016	$929M	$892M	12	9	n/a	n/a	n/a
2014	Mar 17, 2015	$878M	$833M	12	8	n/a	n/a	n/a
2013	Mar 18, 2014	$806M	$761M	14	7	n/a	n/a	n/a
2012	Mar 20, 2013	$660M	$660M	14	6	n/a	n/a	n/a
2011	Mar 29, 2012	$593M	$593M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.9B	$2.5B	18.2%	$1.8B	17.3%	28	26	0	0

Relationships

Registered with (23)

← CARA LOUISE-MCCARTHY BUCHANANAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Nicholas KellyAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← Collin KnechtAdvisorregistration: current employment
Dec 20, 2024 to presentfactForm ADV
← NICHOLAS JAMES ROSEBRAUGHAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← OLIVIA SIMON MAYNESAdvisorregistration: current employment
May 26, 2022 to presentfactForm ADV
← Catherine Ryan SullivanAdvisorregistration: current employment
Feb 15, 2019 to presentfactForm ADV
← JONATHAN MICHAEL KOOPAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← MATHEW JOSEPH RYANAdvisorregistration: current employment
Feb 23, 2018 to presentfactForm ADV
← AUSTIN BERKELEY STAGMANAdvisorregistration: current employment
Nov 14, 2017 to presentfactForm ADV
← SARAH ELIZABETH MAHAFFAAdvisorregistration: current employment
Mar 7, 2017 to presentfactForm ADV
← ABIGAYLE MAYE PresleyAdvisorregistration: current employment
Mar 7, 2017 to presentfactForm ADV
← ANTHONY STEWART HARCOURTAdvisorregistration: current employment
Jan 1, 2015 to presentfactForm ADV
← DAVID NEAL CROSSMANAdvisorregistration: current employment
Jul 18, 2012 to presentfactForm ADV
← EVAN DENNIS BEDELAdvisorregistration: current employment
Mar 23, 2010 to presentfactForm ADV
← RYAN ALLEN COLLIERAdvisorregistration: current employment
Nov 13, 2009 to presentfactForm ADV
← MEREDITH LEATHERS CARBREYAdvisorregistration: current employment
Jul 22, 2008 to presentfactForm ADV
← KATHRYN JANE HOWERAdvisorregistration: current employment
Mar 29, 2005 to presentfactForm ADV
← ELAINE ETHEL KOPS-BEDELAdvisorregistration: current employment
Dec 5, 2000 to presentfactForm ADV
← WILLIAM J WENDLINGAdvisorregistration: current employment
Sep 1, 2000 to presentfactForm ADV
← ANTHONY BYKOVSKYAdvisorregistration: previous registration
Oct 26, 2012 to Sep 8, 2017factForm ADV
← CHARLOTTE LIPPERTAdvisorregistration: previous registration
Apr 12, 2010 to Jan 5, 2012factForm ADV
← THOMAS KENT GOWINAdvisorregistration: previous registration
Jul 1, 2009 to Mar 23, 2010factForm ADV
← MATTHEW LEWIS ROOPAdvisorregistration: previous registration
Mar 29, 2005 to Jan 31, 2007factForm ADV

Owns (5)

← Elfenbein, Lonny, ScottOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2023 to Mar 22, 2024factForm ADV
← COLLIER, RYAN, ALLENOwnerVICE PRESIDENT, ownership code NA, individual
Sep 23, 2022 to Mar 22, 2024factForm ADV
← WENDLING, WILLIAM, JOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 29, 2012 to Mar 22, 2024factForm ADV
← BEDEL, EVAN, DENNISOwnerPRESIDENT, ownership code C, individual
Sep 27, 2016 to Mar 22, 2024factForm ADV
← VANDERPOOL, CASSI, MICHELLEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 6, 2017 to Mar 22, 2024factForm ADV

Controls (1)

← KOPS-BEDEL, ELAINE, ETHELOwnerCEO, ownership code E, individual
Mar 29, 2012 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jan 13, 2023
Control person left
Richard Bradley Stark (Chief Compliance Officer) no longer on Schedule A of Bedel Financial Consulting Inc (listed 2022-11-23, absent 2023-01-13)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
Control person joined
Richard Bradley Stark (Chief Compliance Officer) appeared on Schedule A of Bedel Financial Consulting Inc
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
Control person left
Cassi Vanderpool (Chief Compliance Officer) no longer on Schedule A of Bedel Financial Consulting Inc (listed 2019-11-11, absent 2020-03-26)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a83cf85-535d-62df-cabd-c279ad29bda1
First observed: Mar 29, 2012
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEDEL FINANCIAL CONSULTING INC

CRD 105653

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a83cf85-535d-62df-cabd-c279ad29bda1

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM J WENDLING

Chartered Financial Analyst

INDIANAPOLIS, IN

n/a

ELAINE ETHEL KOPS-BEDEL

Certified Financial Planner

INDIANAPOLIS, IN

n/a

KATHRYN JANE HOWER

Certified Financial Planner

INDIANAPOLIS, IN

MEREDITH LEATHERS CARBREY

Certified Financial Planner

INDIANAPOLIS, IN

n/a

RYAN ALLEN COLLIER

n/a

INDIANAPOLIS, IN

n/a

EVAN DENNIS BEDEL

Certified Financial Planner

INDIANAPOLIS, IN

n/a

DAVID NEAL CROSSMAN

Chartered Financial Analyst

INDIANAPOLIS, IN

ANTHONY STEWART HARCOURT

n/a

INDIANAPOLIS, IN

n/a

SARAH ELIZABETH MAHAFFA

Certified Financial Planner

INDIANAPOLIS, IN

ABIGAYLE MAYE Presley

Certified Financial Planner

INDIANAPOLIS, IN

n/a

AUSTIN BERKELEY STAGMAN

n/a

INDIANAPOLIS, IN

n/a

MATHEW JOSEPH RYAN

Certified Financial Planner

INDIANAPOLIS, IN

JONATHAN MICHAEL KOOP

Chartered Financial Analyst

INDIANAPOLIS, IN

Catherine Ryan Sullivan

Certified Financial Planner

INDIANAPOLIS, IN

n/a

OLIVIA SIMON MAYNES

Certified Financial Planner

Hanover, MD | INDIANAPOLIS, IN

NICHOLAS JAMES ROSEBRAUGH

Certified Financial Planner

INDIANAPOLIS, IN

n/a

Collin Knecht

n/a

INDIANAPOLIS, IN

n/a

Nicholas Kelly

n/a

INDIANAPOLIS, IN

CARA LOUISE-MCCARTHY BUCHANAN

Certified Financial Planner

INDIANAPOLIS, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOPS-BEDEL, ELAINE, ETHEL

Ceo

yes

07/1993

Aug 5, 2026

BEDEL, EVAN, DENNIS

President

09/2022

Aug 5, 2026

COLLIER, RYAN, ALLEN

VICE PRESIDENT

09/2022

Aug 5, 2026

Elfenbein, Lonny, Scott

CHIEF COMPLIANCE OFFICER

06/2023

Aug 5, 2026

VANDERPOOL, CASSI, MICHELLE

CHIEF OPERATING OFFICER

09/2022

Aug 5, 2026

WENDLING, WILLIAM, J

CHIEF INVESTMENT OFFICER

01/2010

Aug 5, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$2.9B

n/a

2024

Apr 17, 2025

$2.5B

n/a

2023

Mar 22, 2024

$2.1B

n/a

2022

Mar 31, 2023

$1.8B

n/a

2021

Mar 9, 2022

$1.9B

n/a

2020

Mar 12, 2021

$1.6B

n/a

2019

Mar 26, 2020

$1.4B

n/a

2018

Mar 13, 2019

$1.2B

n/a

2017

Mar 18, 2018

$1.2B

n/a

2016

Mar 6, 2017

$996M

$958M

n/a

2015

Feb 3, 2016

$929M

$892M

n/a

2014

Mar 17, 2015

$878M

$833M

n/a

2013

Mar 18, 2014

$806M

$761M

n/a

2012

Mar 20, 2013

$660M

n/a

2011

Mar 29, 2012

$593M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.9B

$2.5B

18.2%

$1.8B

17.3%