SEC Form ADV

GREENLEAF FINANCIAL GROUP

Firm profile: Greenleaf Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIN
$175.2M
Assets Under Management
495
Total Clients
2
Employees
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Registration Details

Accession
CRD-137933
Location
CARMEL, IN
Filing Date
April 1, 2026
AUM
$175.2M
Total Clients
495
Institutional Clients
1
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

GREENLEAF FINANCIAL GROUP is a registered investment adviser headquartered in CARMEL, IN, managing approximately $175.2M in assets across 495 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.