DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• F•••••••• C••••••••• I••
Latest filing Aug 5, 2026
First filing on the tape Mar 29, 2012 · 61 filings
SEC status approved since Jul 6, 1989
RAUM
$2.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$2.9B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$154M
derived; firm RAUM over IAPD count
Employees
28
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$2.9B as of Aug 5, 2026
Mar 29, 2012$593M then
HNW client RAUM$2.7B as of Aug 5, 2026
Mar 18, 2018$1.0B then
State-registered IARs (5.B.3)19 as of Aug 5, 2026
Mar 29, 20120 then
Employees (5.A)28 as of Aug 5, 2026
Mar 20, 201314 then
Private funds: no history
RAUM +18% over the last fiscal year+17% a year over threeIARs 14 to 19
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $154MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 61derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $537,220derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 19.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +36%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $1.5B, 788 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.7B93%
- Individuals$133M4.6%
- Corporations and businesses$51.9M1.8%
- Charitable organizations$5.6M0.2%
- Individual clients
- 421reported
- HNW clients
- 741reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5,435reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 788 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W•••••• J• W•••••••Chartered Financial Analyst | Indianapolis, In | Sep 1, 2000 | 30 y | 0 |
| E••••• E•••• K•••••••••Certified Financial Planner | Indianapolis, In | Dec 5, 2000 | 37 y | 0 |
| K•••••• J••• H••••Certified Financial Planner | Indianapolis, In | Mar 29, 2005 | 22 y | 1 |
| M••••••• L••••••• C••••••Certified Financial Planner | Indianapolis, In | Jul 22, 2008 | 19 y | 0 |
| R••• A•••• C•••••• | Indianapolis, In | Nov 13, 2009 | 26 y | 0 |
| E••• D••••• B••••Certified Financial Planner | Indianapolis, In | Mar 23, 2010 | 17 y | 0 |
| D•••• N••• C•••••••Chartered Financial Analyst | Indianapolis, In | Jul 18, 2012 | 34 y | 1 |
| A•••••• S•••••• H••••••• | Indianapolis, In | Jan 1, 2015 | 12 y | 0 |
| A••••••• M••• P••••••Certified Financial Planner | Indianapolis, In | Mar 7, 2017 | 12 y | 0 |
| S•••• E•••••••• M••••••Certified Financial Planner | Indianapolis, In | Mar 7, 2017 | 18 y | 1 |
| A••••• B••••••• S•••••• | Indianapolis, In | Nov 14, 2017 | 11 y | 0 |
| M••••• J••••• R•••Certified Financial Planner | Indianapolis, In | Feb 23, 2018 | 13 y | 1 |
| J••••••• M•••••• K•••Chartered Financial Analyst | Indianapolis, In | Dec 12, 2018 | 13 y | 1 |
| C•••••••• R••• S•••••••Certified Financial Planner | Indianapolis, In | Feb 15, 2019 | 10 y | 0 |
| O••••• S•••• M•••••Certified Financial Planner | Hanover, Md | May 26, 2022 | 11 y | 1 |
| N••••••• J•••• R•••••••••Certified Financial Planner | Indianapolis, In | May 1, 2024 | 10 y | 0 |
| C••••• K••••• | Indianapolis, In | Dec 20, 2024 | 12 y | 0 |
| N••••••• K•••• | Indianapolis, In | Jun 3, 2025 | 12 y | 5 |
| C••• L••••••••• B•••••••Certified Financial Planner | Indianapolis, In | Dec 5, 2025 | 12 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- A•••••• B••••••• to B•••• F•••••••• A••••••• I••Sep 8, 2017 · Other
- C•••••••• L•••••• to C•••••••• L•••••• W••••• M•••••••••Jan 5, 2012 · Other
- T••••• K••• G•••• to O••••••••• S••••••••• I•••Mar 23, 2010 · Other
- M•••••• L•••• R••• to C••••••• F•••••••• C••••••••• L••Jan 31, 2007 · Other
Joined, latest
- C••• L••••••••• B••••••• from E••••••••• I••••••••• G••••Dec 5, 2025 · RIA to RIA
- N••••••• K•••• from H••••••• C•••••• P•••••••• L••Jun 3, 2025 · RIA to RIA
- O••••• S•••• M••••• from A•••• W••••• M••••••••• L••May 26, 2022 · RIA to RIA
- J••••••• M•••••• K••• from E••••• J••••Dec 12, 2018 · Affiliated broker-dealer or bank to independent RIA
- M••••• J••••• R••• from F••• Q••••••• W••••• A•••••••• I•••Feb 23, 2018 · Other
- S•••• E•••••••• M•••••• from C•••••• S••••• • C••• I•••Mar 7, 2017 · Other
- D•••• N••• C••••••• from R•••• A•••• M••••••••• C• L••Jul 18, 2012 · Other
- C•••••••• L•••••• from S••••• C•••••• M•••••••••Apr 12, 2010 · Other
- K•••••• J••• H•••• from G•••••• I••••••••• M•••••••••Mar 29, 2005 · Other
- M•••••• L•••• R••• from C•••••• S••••• • C••• I•••Mar 29, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••••••••• E•••••• E•••• · Ceocontrolsince 07/1993 · owns 75% or more
- B••••• E•••• D••••• · Presidentsince 09/2022 · owns 25% to 50%
- C••••••• R•••• A•••• · Vice Presidentsince 09/2022 · owns less than 5%
- E••••••••• L••••• S•••• · Chief Compliance Officersince 06/2023 · owns less than 5%
- V••••••••• C••••• M••••••• · Chief Operating Officersince 09/2022 · owns less than 5%
- W•••••••• W••••••• J• · Chief Investment Officersince 01/2010 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Indianapolis, In · principal | 19 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 15 to 19Jan 30, 2026 to Feb 19, 2026
- Accounts · 5,083 to 5,435Jan 30, 2026 to Feb 19, 2026
- HNW clients · 715 to 741Jan 30, 2026 to Feb 19, 2026
- Individual clients · 386 to 421Jan 30, 2026 to Feb 19, 2026
- Assets in custody · $1.3B to $1.5BJan 30, 2026 to Feb 19, 2026
- Employees · 26 to 28Jan 30, 2026 to Feb 19, 2026
- State-registered IARs · 14 to 19Jan 30, 2026 to Feb 19, 2026
- Discretionary RAUM · $2.5B to $2.9BJan 30, 2026 to Feb 19, 2026
- HNW RAUM · $2.3B to $2.7BJan 30, 2026 to Feb 19, 2026
- Individual RAUM · $101M to $133MJan 30, 2026 to Feb 19, 2026
- Non-discretionary RAUM · $1.1M to $1.6MJan 30, 2026 to Feb 19, 2026
- RAUM · $2.5B to $2.9BJan 30, 2026 to Feb 19, 2026
- Financial planning clients · More than 500 to More than 500Apr 17, 2025 to Jun 5, 2025
- Accounts · 4,806 to 5,083Mar 22, 2024 to Apr 17, 2025
- Advisory employees · 14 to 15Mar 22, 2024 to Apr 17, 2025
- Charity clients · 3.0 to unsetMar 22, 2024 to Apr 17, 2025
- Corporate clients · 3.0 to unsetMar 22, 2024 to Apr 17, 2025
- HNW clients · 577 to 715Mar 22, 2024 to Apr 17, 2025
- Individual clients · 503 to 386Mar 22, 2024 to Apr 17, 2025
- Assets in custody · $983M to $1.3BMar 22, 2024 to Apr 17, 2025
- Employees · 25 to 26Mar 22, 2024 to Apr 17, 2025
- Discretionary RAUM · $2.1B to $2.5BMar 22, 2024 to Apr 17, 2025
- HNW RAUM · $1.9B to $2.3BMar 22, 2024 to Apr 17, 2025
- Individual RAUM · $192M to $101MMar 22, 2024 to Apr 17, 2025
- Non-discretionary RAUM · $1.2M to $1.1MMar 22, 2024 to Apr 17, 2025
- RAUM · $2.1B to $2.5BMar 22, 2024 to Apr 17, 2025
- Accounts · 4,585 to 4,806Mar 1, 2024 to Mar 22, 2024
- Advisory employees · 13 to 14Mar 1, 2024 to Mar 22, 2024
- HNW clients · 575 to 577Mar 1, 2024 to Mar 22, 2024
- Individual clients · 471 to 503Mar 1, 2024 to Mar 22, 2024
- Assets in custody · $651M to $983MMar 1, 2024 to Mar 22, 2024
- Employees · 14 to 25Mar 1, 2024 to Mar 22, 2024
- State-registered IARs · 13 to 14Mar 1, 2024 to Mar 22, 2024
- Discretionary RAUM · $1.8B to $2.1BMar 1, 2024 to Mar 22, 2024
- HNW RAUM · $1.6B to $1.9BMar 1, 2024 to Mar 22, 2024
- Individual RAUM · $137M to $192MMar 1, 2024 to Mar 22, 2024
- Non-discretionary RAUM · $1.1M to $1.2MMar 1, 2024 to Mar 22, 2024
- RAUM · $1.8B to $2.1BMar 1, 2024 to Mar 22, 2024
- Accounts · 4,299 to 4,585Jan 13, 2023 to Mar 31, 2023
- Charity clients · unset to 3.0Jan 13, 2023 to Mar 31, 2023
Signals
3 dated events
- Richard Bradley Stark (Chief Compliance Officer) no longer on Schedule A of B•••• F•••••••• C••••••••• I•• (listed 2022-11-23, absent 2023-01-13)Jan 13, 2023 · Control person left · inference
- C•••• V••••••••• (Chief Compliance Officer) no longer on Schedule A of B•••• F•••••••• C••••••••• I•• (listed 2019-11-11, absent 2020-03-26)Mar 26, 2020 · Control person left · inference
- Richard Bradley Stark (Chief Compliance Officer) appeared on Schedule A of B•••• F•••••••• C••••••••• I••Mar 26, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 317-574-5999reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 317-843-1358reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 888-843-1358reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/bedel-financial-consulting-inc/?viewAsMreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B••••FINANCIAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 317-843-1358reportedpublic record, Form ADV, Aug 5, 2026
- Contact form
- bedelfinancial.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bedelfinancial.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $154Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026