Investment adviser · CRD 137933
GREENLEAF FINANCIAL GROUP
Investment adviser filing (IA)
GREENLEAF FINANCIAL GROUP, LLC
CARMEL, IN, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 495 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 63 | $140,223,295 | 80.0% |
| Individuals | 59 | $34,864,109 | 19.9% |
| Charities | Fewer than 5 | $112,717 | 0.1% |
Filing source
Form ADV 2090975 · Apr 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
13295 ILLINOIS ST, SUITE 322CARMEL, IN, 46032-3022, United States
CRD 137933
Filing source
Form ADV 2090975 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.