CRD: 105653
Bedel Financial Consulting INC
$2.9B Total AUM
$2.9B Disc. AUM
13.9% 3Y CAGR
28 Employees
1,162 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum momentumPrime glacier +more
- Established Date
- 07-06-1989
- Office Locations
- 2
Office Locations
8940 River Crossing Blvd. Suite 120 Indianapolis IN
-- Hanover MD
About Bedel Financial Consulting INC
Bedel Financial Consulting is a fee-only RIA providing comprehensive wealth management and planning across generations, including tax and estate planning, retirement and college/529 strategies. The team builds diversified portfolios using ETFs and mutual funds and supports business owners and other high-achieving professionals. Known for its proprietary “Bedel Barometer” (since 2009) tracking seven key U.S. economic indicators.
Team overview
40 AVG AGE
$153.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
10.3 yrs AVG TENURE
28 Employees
19 Advisory Reps
19 RIA Reps
37yrs Firm Age
Insights
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Accredited Investors
Ember peak Prime zenith
Asset Classes
Pathway ridge Harbor Meridian Optima legacy Eagle Capital Oak Quantum Harbor Timber Zenith signal Peak
Client Personas
Pioneer Meridian foundation Glacier value
Custodian
Pathway crest Peak Vital radial Insight momentum Horizon eagle Capital Optima Zenith prime Insight Fusion zenith Unison fusion
Fund Managers
Vital
Investment Themes
Pioneer wave Timber Vertex Vertex Momentum Value Eagle radial Catalyst beacon Summit insight
Investment Vehicles
Foundation radial Insight unison Vital alpha
Platform
Momentum glacier
Services
Bridge focus Peak Glacier delta Timber crest Unison harbor Foundation Glacier Focus momentum Quantum Element Capital oak Quantum Pioneer Frontier harbor
Technology
Crest Signal prime Element delta
Owner & Executives
E
ELAINE ETHEL KOPS-BEDEL
Chief Executive Officer
- CRD
- #4357703
- Ownership
- 75% or more
(595) 599-6101
wave.momentum@pathwaycapital.com
in linkedin.com/in/unison-eagle
EVAN DENNIS BEDEL
President
- CRD
- #5004530
- Ownership
- 25% but less than 50%
(823) 796-4059
ridge.ember@zenithcapital.com
in linkedin.com/in/focus-peak
P
Prime fusion
Insight vital optima
- CRD
- #22935
- Ownership
- 18.6%
(729) 719-2001
wave.ridge@signalcapital.com
in linkedin.com/in/vector-horizon
Showing 2 of 6 owners & executives
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C
CARA LOUISE-MCCARTHY BUCHANAN
Wealth Advisor
- CRD
- #6256790
(942) 810-1880
horizon.unison@elementcapital.com
in linkedin.com/in/crest-zenith
M
MEREDITH LEATHERS CARBREY
Wealth Advisor
- CRD
- #5515511
(433) 304-2704
radial.crest@unisoncapital.com
in linkedin.com/in/ember-oak
V
Vertex glacier
Frontier vertex
- CRD
- #48440
(638) 987-3037
ember.matrix@timbercapital.com
in linkedin.com/in/element-harbor
Showing 2 of 21 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,918,214,693 | $539,112 |
| Non-Discretionary | $1,577,495 | $71,704 |
| Total | $2,919,792,188 | $537,220 |
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Separately Managed Accounts
Total SMA Asset: $2,919,792,188
Public Funds:
31.5% Equity - Exchange:
16.0% Other:
17.0% Cash:
13.7% Private Funds:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,199,406,178 | 31.5% |
| Equity - Exchange | $609,222,185 | 16.0% |
| Other | $647,298,572 | 17.0% |
| Cash | $521,646,496 | 13.7% |
| Private Funds | $830,065,228 | 21.8% |
| Total | $3,807,638,659 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON VECTOR RIDGE | ALPHA EAGLE | 54V70WGVF | QMS | 4.92% | $58,364,419 |
| OPTIMA RADIAL PIONEER | RIDGE ALPHA | 93UETLCIS | LNP | 8.14% | $2,779,743 |
| HORIZON ZENITH DELTA | HARBOR HARBOR | O7RJGSSHL | MOQFY | 6.31% | $31,241,971 |
| CAPITAL CATALYST | CREST CREST | KV9MP7S73 | QEBVL | 5.72% | $56,461,459 |
| PATHWAY CREST QUANTUM | EMBER DELTA | YNYHS7V66 | UVSV | 4.72% | $2,007,187 |
| ATLAS RADIAL | VECTOR MOMENTUM | 7HKR4BU89 | ZZGBK | 1.87% | $87,189,711 |
| ELEMENT GLACIER | MERIDIAN QUANTUM | MGZKOT3NB | OJS | 8.69% | $9,377,076 |
| VITAL MERIDIAN SUMMIT | BRIDGE CATALYST | WBW1OY5VJ | YCQ | 9.96% | $67,126,675 |