E
Elevated Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,598,265
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
23
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$69,490
About
Elevated Finance provides discretionary and non-discretionary investment management to individuals and business entities and also delivers retirement plan services, acting as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for qualified plans. Services include portfolio construction and monitoring, plan-level fiduciary consulting, and participant education or enrollment support for 401(k), 403(b), pension and similar plans.
Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance and may employ fundamental and technical analysis across long-term, short-term, trading and options strategies. The firm documents client objectives, conducts periodic (quarterly) account reviews, and relies on recommended custodians (including Charles Schwab) for trade execution and client reporting, with the option for discretionary trading when authorized.
Noteworthy for an independent adviser of this size, the firm is affiliated with Lodermeier CPA LLC: the owner is a licensed CPA who devotes substantial time to his accounting practice and offers separate CPA services to clients, a relationship disclosed as a potential conflict of interest. The combination of an accounting affiliation, explicit pension consulting capabilities, and willingness to act as a 3(38) plan manager is less common among peers and may be particularly relevant for business clients and plan sponsors; the firm manages roughly $1.6 million across about two dozen clients.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
One-time flat fee of $500-$2,000 for ERISA plan setup
$0 - $200,000: 1.00% annually $200,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.60% annually
Main office location
Elevated Finance
618 W Walton Street
Willard OH 44890, United States
Number of offices
2
Most active in
Elevated Finance has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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