Katherine Kochounian
Elevate Capital · Fishers, Indiana
Katherine Kochounian is a fee-only financial advisor at Elevate Capital in Fishers, Indiana. Katherine 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.
Request an introduction to Katherine →
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 · CRD 8166939 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.elevatecapm.com |
| Profile |
Request an introduction to Katherine
Tell Katherine a little about what you're looking for. Katherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katherine
Is Katherine Kochounian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, Elevate Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Katherine Kochounian based?
Katherine Kochounian is based in Fishers, Indiana.
What does Katherine specialize in?
Katherine's specialties include equity compensation, tax planning and family wealth transfer. Katherine works with executives, tech employees, multi-generational families and founders.
Is Katherine Kochounian registered with the SEC?
Yes. Katherine Kochounian is registered as an investment adviser representative in CA (CRD 8166939), 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 Katherine Kochounian?
Through Katherine'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.
See something wrong? Request a correction. Read our methodology.