Elevated Finance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,598,265
Clients
23
Advisors
1
of 1 employees
About
Elevated Finance provides discretionary and non-discretionary investment management to individuals and business entities and also delivers retirement plan services, acting as either a limited-scope ERISA 3(21) advisor or a discretionary 3(38) investment manager for qualified plans. Services include portfolio construction and monitoring, plan-level fiduciary consulting, and participant education or enrollment support for 401(k), 403(b), pension and similar plans.
Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance and may employ fundamental and technical analysis across long-term, short-term, trading and options strategies. The firm documents client objectives, conducts periodic (quarterly) account reviews, and relies on recommended custodians (including Charles Schwab) for trade execution and client reporting, with the option for discretionary trading when authorized.
Noteworthy for an independent adviser of this size, the firm is affiliated with Lodermeier CPA LLC: the owner is a licensed CPA who devotes substantial time to his accounting practice and offers separate CPA services to clients, a relationship disclosed as a potential conflict of interest. The combination of an accounting affiliation, explicit pension consulting capabilities, and willingness to act as a 3(38) plan manager is less common among peers and may be particularly relevant for business clients and plan sponsors; the firm manages roughly $1.6 million across about two dozen clients.
Client services
Expertise
Occupation focus
Fee options
One-time flat fee of $500-$2,000 for ERISA plan setup
$0 - $200,000: 1.00% annually $200,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.60% annually
Main office
618 W Walton Street
Willard OH 44890
Advisors at this office
1
Most active in
Ohio
Also doing business as
Elevated Finance · Elevated Finance LLC · Lodermeier Finance LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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