Bedel Financial Consulting Inc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 1,162
- Avg AUM / client
- $2.5M
- Accounts
- 5,435
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 421 | $133M | 4.55% |
| High net worth individuals | 741 | $2.7B | 93.5% |
| Charitable organizations | Fewer than 5 clients | $5.6M | 0.19% |
| Corporations and other businesses | Fewer than 5 clients | $51.9M | 1.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan Barnes & Thornburg Llp | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 | |
| Frost Brown Todd Llp Retirement Savings Plan Frost Brown Todd Llp | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elaine Ethel Kops Bedel | Ceo | CFP | Jul 1993 (33y) | 75% or more |
| William J Wendling | Chief Investment Officer | CFA | Sep 2000 (26y) | Less than 5% |
| Ryan Allen Collier | Vice President | Nov 2009 (17y) | Less than 5% | |
| Evan Dennis Bedel | President | CFP | Mar 2010 (16y) | 25% – 50% |
| Vanderpool, Cassi, Michelle | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Elfenbein, Lonny, Scott | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Kathryn Jane Hower | Registered representative | CFP | Mar 2005 (21y) | |
| Meredith Leathers Carbrey | Registered representative | CFP | Jul 2008 (18y) | |
| David Neal Crossman | Registered representative | CFA | Jul 2012 (14y) | |
| Anthony Stewart Harcourt | Registered representative | Jan 2015 (12y) | ||
| Abigayle Maye Presley | Registered representative | CFP | Mar 2017 (9y) | |
| Sarah Elizabeth Mahaffa | Registered representative | CFP | Mar 2017 (9y) | |
| Austin Berkeley Stagman | Registered representative | Nov 2017 (9y) | ||
| Mathew Joseph Ryan | Registered representative | CFP | Feb 2018 (8y) | |
| Jonathan Michael Koop | Registered representative | CFA | Dec 2018 (8y) | |
| Catherine Ryan Sullivan | Registered representative | CFP | Feb 2019 (7y) | |
| Olivia Simon Maynes | Registered representative | CFP | May 2022 (4y) | |
| Nicholas James Rosebraugh | Registered representative | CFP | May 2024 (2y) | |
| Collin Knecht | Registered representative | Dec 2024 (2y) | ||
| Nicholas Kelly | Registered representative | Jun 2025 (1y) | ||
| Cara Louise Mccarthy Buchanan | Registered representative | CFP | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan | Barnes & Thornburg Llp | 1,515 | $754M | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
| Frost Brown Todd Llp Retirement Savings Plan | Frost Brown Todd Llp | 661 | $330M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (76% of AUM) Apr 2026
- Fidelity Brokerage Services $511M (18% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗