Karo Kochounian
Elevate Capital · Fishers, Indiana
Karo Kochounian is a fee-only financial advisor at Elevate Capital in Fishers, Indiana. Karo focuses on equity compensation, tax planning and family wealth transfer. Elevate Capital reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
- Multi-generational families
- Founders
Facts
| Firm | Elevate Capital |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $47.3M across 81 accounts |
| SEC registration | Investment adviser representative in CA, IN · CRD 5589714 |
| Exams passed | Series 63 (2010) · Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.elevatecapm.com |
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Questions about Karo
Is Karo Kochounian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karo holds no broker registration, and Elevate Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karo charge for financial advice?
Karo's firm, Elevate Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Karo Kochounian based?
Karo Kochounian is based in Fishers, Indiana.
What does Karo specialize in?
Karo's specialties include equity compensation, tax planning and family wealth transfer. Karo works with executives, tech employees, multi-generational families and founders.
Is Karo Kochounian registered with the SEC?
Yes. Karo Kochounian is registered as an investment adviser representative in CA and IN (CRD 5589714), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Capital manage?
Elevate Capital reports $47.3M across 81 accounts in assets under management.
How do I contact Karo Kochounian?
Through Karo's website, www.elevatecapm.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
- Elevate Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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