Jonathan McCarty
Elevated Financial Group · Indianapolis, Indiana
Jonathan McCarty is a fee-only financial advisor at Elevated Financial Group in Indianapolis, Indiana, who holds the CFP credential. Elevated Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elevated Financial Group |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $532.0M across 1,866 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 4811946 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.elevatedfg.com |
| Profile |
How Jonathan's firm compares
- Elevated Financial Group's average account is about $285,000, from its Form ADV (assets managed divided by 1,866 accounts).
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Questions about Jonathan
Is Jonathan McCarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Elevated Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Elevated Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan McCarty based?
Jonathan McCarty is based in Indianapolis, Indiana.
What credentials does Jonathan McCarty hold?
Jonathan McCarty holds the CFP credential.
Is Jonathan McCarty registered with the SEC?
Yes. Jonathan McCarty is registered as an investment adviser representative in IN and TX (CRD 4811946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Elevated Financial Group manage?
Elevated Financial Group reports $532.0M across 1,866 accounts in assets under management.
How do I contact Jonathan McCarty?
Through Jonathan's website, www.elevatedfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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