Data / Investment advisers / Indiana / CRF Financial Group
CRF Financial Group, Indianapolis, IN: $279 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CRF Financial Group is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $279 million in regulatory assets under management in its Form ADV filed January 18, 2024. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 127388
- SEC file number
- 801-72062
- SEC status
- Approved, effective January 7, 2011
- Main office
- 9247 N. Meridian St. Suite 125, Indianapolis, IN 46260
- Phone
- (317) 844-8077
- Website
- hoosierfund.com
- Regulatory AUM
- $279,481,430 in the Form ADV filed January 18, 2024
- Non discretionary AUM
- $279,481,430
- Accounts
- 37
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- January 18, 2024
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 37 | $279.5 million |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Curry Webb Wealth Management LLC | Indianapolis | $332.4 million | Not listed | adviserinfo.sec.gov |
| Oneamerica Securities, Inc. | Indianapolis | $306.1 million | Not listed | adviserinfo.sec.gov |
| Provider Financial, Inc. | Indianapolis | $304 million | Not listed | adviserinfo.sec.gov |
| Capital Cities Investments | Indianapolis | $287.9 million | Not listed | adviserinfo.sec.gov |
| Peloton Capital Management | Indianapolis | $282 million | 1 | adviserinfo.sec.gov |
| Proteus, LLC | Indianapolis | $259.8 million | 29 | adviserinfo.sec.gov |
| An Exceptional Life Financial, LLC | Indianapolis | $258.9 million | Not listed | adviserinfo.sec.gov |
| Trust Investment Advisors | Indianapolis | $238.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- CRF Financial Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.