Data / Investment advisers / Indiana / Elser Financial Planning, Inc.
Elser Financial Planning, Inc., Indianapolis, IN: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Elser Financial Planning, Inc. is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $2.1 billion in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Elser Financial Planning, Inc. (CRD number 143311): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143311
- SEC file number
- 801-80871
- SEC status
- Approved, effective February 9, 2015
- Main office
- 8900 Keystone Crossing Suite 450, Indianapolis, IN 46240
- Phone
- (317) 731-5615
- Website
- elserfp.com
- Regulatory AUM
- $2,107,948,395 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $1,134,112,973
- Non discretionary AUM
- $973,835,422
- Accounts
- 1,643
- Employees
- 15, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- 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 |
|---|---|---|
| High net worth individuals | 420 | $1.95 billion |
| Individuals (other than high net worth individuals) | 158 | $61.6 million |
| Charitable organizations | Fewer than 5 | $58.5 million |
| Corporations or other businesses | 6 | $41.6 million |
| Pension and profit sharing plans | Fewer than 5 | $345,790 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.11 billion | March 6, 2026 |
| December 1, 2025 | $2.00 billion | February 10, 2025 |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Thurston Springer Advisors | Indianapolis | $6.01 billion | Not listed | adviserinfo.sec.gov |
| Baxter Capital Management Inc | Indianapolis | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | $2.92 billion | Not listed | adviserinfo.sec.gov |
| Global Atlantic Investment Advisors, LLC | Indianapolis | $2.70 billion | Not listed | adviserinfo.sec.gov |
| Woodley Farra | Indianapolis | $2.32 billion | Not listed | adviserinfo.sec.gov |
| Axia Advisory | Indianapolis | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Invst, LLC | Indianapolis | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Lji Wealth Management, LLC | Indianapolis | $1.37 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Elser Financial Planning, Inc. 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.