Bedel Financial Consulting Inc

Overview

Bedel Financial Consulting Inc is an SEC registered investment adviser based in Indianapolis, IN, registered since 1989. It reports $2.9B in assets under management across 5,435 accounts, with 28 employees. It has 19 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

5,435

Average account

$537K

Employees

28

Advisory reps

19

Registered since

1989

Jurisdictions

22

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Elaine Ethel Kops-Bedel Chief Executive Officer CRD 4357703
• Evan Dennis Bedel President CRD 5004530
• Cassi Michelle Vanderpool Chief Operating Officer CRD 6765430

3 more executive officers, with direct contact details

Advisory reps 3 of 19

• Evan Dennis Bedel Investment Adviser Rep CRD 5004530
• Cara Louise-Mccarthy Buchanan Investment Adviser Rep CRD 6256790
• Meredith Leathers Carbrey Investment Adviser Rep CRD 5515511

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8940 River Crossing Blvd Ste 120
Indianapolis, IN 46240

County

Marion

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: bedelfinancial.com

Every state, with registration dates

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