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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP, LLC, CRD 334353

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:93c94093-a936-c7f8-cce9-2ef9b4ef4eb1

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Dec 10, 2024 to Jul 20, 2026
13 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=0.66 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $532MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $532M
Private client RAUM: $349MderivedItem 5.D individuals plus high net worth individuals
Private client share: 66%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $76.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,866
Individual clients: 557
High net worth clients: 133
Custody, client assets: $20.1M
SEC number: 801-131787
CRD: 334353
Filings on the tape: 13
First filed: Dec 10, 2024
Latest filed: Jul 20, 2026
Organised: Limited Liability Company, IN
Website: elevatedfg.com

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
CHRISTOPHER PAUL CONDLE	Certified Financial Planner	INDIANAPOLIS, IN	1	24	2	yes
JONATHAN MCCARTY	Certified Financial Planner	INDIANAPOLIS, IN	1	11	1	no
RYAN MICHAEL BRADLEY	Certified Financial Planner	INDIANAPOLIS, IN	1	12	1	no
Camryn Alexis Olson	n/a	INDIANAPOLIS, IN	1	12	2	no
TIMOTHY NICHOLAS HAYS	n/a	INDIANAPOLIS, IN	1	19	1	no
Stephanie Ashley	n/a	INDIANAPOLIS, IN \| Indianapolis, IN	1	10	4	no
JUSTIN TROY BRAMMER	n/a	INDIANAPOLIS, IN	0	14	1	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
CONDLE, CHRISTOPHER, PAUL	MANAGING PARTNER	D	yes	11/2024	Dec 10, 2024	Dec 11, 2024
MCCARTY, JONATHAN, PATRICK	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	11/2024	Dec 10, 2024	Dec 11, 2024

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 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$532M	$532M	13	8	0	n/a	n/a
2024	Mar 20, 2025	$399M	$399M	8	4	0	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
2	1	1	14.3%	0	0	0	8	1

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	$532M	$399M	33.2%	n/a	n/a	13	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INVST, LLC	4	Dec 20, 2024	Jan 10, 2025	INDIANAPOLIS, IN	Team lift out	RIA to new firm	11.8%

Relationships

Registered with (8)

← JUSTIN TROY BRAMMERAdvisorregistration: current employment
Nov 12, 2025 to presentfactForm ADV
← Stephanie AshleyAdvisorregistration: current employment
May 30, 2025 to presentfactForm ADV
← TIMOTHY NICHOLAS HAYSAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← CHRISTOPHER PAUL CONDLEAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← JONATHAN MCCARTYAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← RYAN MICHAEL BRADLEYAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← Camryn Alexis OlsonAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← SANDESH ARLESAdvisorregistration: previous registration
Jan 28, 2026 to Feb 19, 2026factForm ADV

Moved with (1)

← INVST, LLCRegistered adviser4 advisors, team lift out
Dec 20, 2024 to Jan 10, 2025factForm ADV

Controls (2)

← CONDLE, CHRISTOPHER, PAULOwnerMANAGING PARTNER, ownership code D, individual
Dec 10, 2024 to Dec 11, 2024factForm ADV
← MCCARTY, JONATHAN, PATRICKOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 10, 2024 to Dec 11, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Elevated Financial Group reported RAUM $532.0M, up 33% from $399.3M (2025-11-12 to 2026-03-20)
Form ADVobserved 6 days ago
$133M
Occurred
Feb 19, 2026
Advisor changed firm
Sandesh Arles left Elevated Financial Group for Strive Financial Group, Llc (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2024
Team lift-out
4 advisors left Invst, LLC (Indianapolis, IN) for Elevated Financial Group within 13 days
Form ADVobserved 6 days ago
4 advisors
Occurred
Dec 10, 2024
First Form ADV filing
Elevated Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93c94093-a936-c7f8-cce9-2ef9b4ef4eb1
First observed: Dec 10, 2024
Last observed: Jul 20, 2026 2 months 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.

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP, LLC, CRD 334353

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:93c94093-a936-c7f8-cce9-2ef9b4ef4eb1

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER PAUL CONDLE

Certified Financial Planner

INDIANAPOLIS, IN

yes

JONATHAN MCCARTY

Certified Financial Planner

INDIANAPOLIS, IN

RYAN MICHAEL BRADLEY

Certified Financial Planner

INDIANAPOLIS, IN

Camryn Alexis Olson

n/a

INDIANAPOLIS, IN

TIMOTHY NICHOLAS HAYS

n/a

INDIANAPOLIS, IN

Stephanie Ashley

n/a

INDIANAPOLIS, IN | Indianapolis, IN

JUSTIN TROY BRAMMER

n/a

INDIANAPOLIS, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONDLE, CHRISTOPHER, PAUL

MANAGING PARTNER

yes

11/2024

Dec 10, 2024

Dec 11, 2024

MCCARTY, JONATHAN, PATRICK

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

11/2024

Dec 10, 2024

Dec 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$532M

n/a

2024

Mar 20, 2025

$399M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$532M

$399M

33.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INVST, LLC

Dec 20, 2024

Jan 10, 2025

INDIANAPOLIS, IN

Team lift out

RIA to new firm

11.8%