$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Catalyst northMeridian +more
- Established Date
- 03-11-2016
- Office Locations
- 1
Office Locations
-- Carmel IN
About Panoramic Financial Planning
Panoramic Financial Planning is a Carmel, IN-based financial planning practice focused on young couples and growing families. The firm delivers comprehensive planning—cash flow and student loan strategies through college, retirement, tax, and insurance/risk management—paired with portfolio construction and active asset allocation using mutual funds, ETFs, and fixed income. Custody includes Schwab and the firm uses eMoney planning tools.
Team overview
62 AVG AGE
$23.0M AVG AUM / ADVISOR
$639.9K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Delta
Custodian
Pioneer element Vector
Investment Themes
Insight beacon Atlas Pioneer
Investment Vehicles
Optima
Platform
Oak legacy
Services
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Technology
Bridge Vertex Radial element
Owner & Executives
KELLI KERR ELLISON
Firm Principal, President
- CRD
- #6413661
- Ownership
- 75% or more
(386) 664-1068
meridian.pathway@quantumcapital.com
in linkedin.com/in/harbor-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,035,746 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,035,746 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,035,746
Public Funds:
47.2% Cash:
14.2% Equity - Exchange:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,015,913,331 | 47.2% |
| Cash | $606,482,400 | 14.2% |
| Equity - Exchange | $1,648,607,089 | 38.6% |
| Total | $4,271,002,820 | 100.0% |