Jonathan McCarty

Financial advisor at Elevated Financial Group LLC · Indianapolis, IN

Last updated 2026-10-10

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Jonathan McCarty is a financial advisor at Elevated Financial Group LLC in Indianapolis, IN, CRD 4811946. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2016-03-04.

Registration

CRD number
4811946
Registration status
Active
IAPD registration
2016-03-04
Industry Experience
10 years
Work Experience
10 years
States registered
IN, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2016-08 to 2024-11 · Invst · Indianapolis, IN
  • 2024-11 to Present · Elevated Financial Group, LLC · Indianapolis, IN

Current employment

SEC IAPD record for Jonathan McCarty

Elevated Financial Group LLC

Regulatory AUM
$531,978,537
Registered advisors
7
Offices
2
Clients per advisor
102.3 (Moderate)
Average AUM per client
$743K (Low)
High-net-worth client ratio
18.6% (Moderate)

Elevated Financial Group LLC: advisors, services and reported ETF investments

About

Jonathan McCarty is a CFP® financial advisor at Elevated Financial Group, operating as Elevated Financial Group LLC in Indianapolis, IN. Reported securities licenses include Series 63 and Series 65. The latest record indicates 10 years of industry experience and 10 years of reported work history. Reported roles include Elevated Financial Group, LLC, Invst.

SEC disclosures list additional business and community activities: Insurance Agent (not investment related): Various carriers; May receive direct and indirect residual compensation.

Elevated Financial Group LLC's firm-level Form ADV reports 7 advisors across 2 offices; approximately 102.3 clients per advisor, average assets per client of $742,987, and regulatory AUM of $532M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $284.3M across 47 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan McCarty personally.

Reported ETF positions

Elevated Financial Group reports 47 ETF positions worth $284.3M on Form 13F; the largest are listed.

Largest ETF positions reported by Elevated Financial Group
FundReported value
IVV — iShares Core S&P 500 ETF$44.4M
IUSB — iShares Core Universal USD Bond ETF$26M
IVW — iShares S&P 500 Growth ETF$26M
DYNF — iShares U.S. Equity Factor Rotation Active ETF$25.6M
QUAL — iShares MSCI USA Quality Factor ETF$19.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Elevated Financial Group LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

500 E. 96th Street, Indianapolis, IN 46240

7 advisors at this office.

Elevated Financial Group office in Indianapolis, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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