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- Custodian
- ADP · Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2025
- Office Locations
- 1
Office Locations
About Elevated Financial Group
Elevated Financial Group is an SEC-registered RIA providing holistic wealth management and financial planning, with an emphasis on streamlining cash flow, uncovering wealth-building opportunities, tax-aware strategies, and debt optimization. The firm serves individuals and entrepreneurs and typically implements portfolios that lean heavily on ETFs, with custody at Charles Schwab. Client access is supported via an online portal (MyAdvisorLink).
Team overview
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Custodian
Investment Themes
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Owner & Executives
CHRISTOPHER PAUL CONDLE
Managing Partner
- CRD
- #4521700
- Ownership
- 50% but less than 75%
JONATHAN MCCARTY
Chief Compliance Officer, Managing Partner
- CRD
- #4811946
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Stephanie Ashley
--
- CRD
- #6735501
RYAN MICHAEL BRADLEY
Financial Advisor
- CRD
- #6815563
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,978,537 | $285,090 |
| Non-Discretionary | $0 | -- |
| Total | $531,978,537 | $285,090 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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