BEDEL FINANCIAL CONSULTING, INC.

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Bedel Financial Consulting is based out of Indianapolis. Bedel Financial Consulting is a large advisory firm with 878 clients and discretionary assets under management (AUM) of $1,191,573,088 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $166,131,000 in managed 13F securities and a top 10 holdings concentration of 44.02%. Bedel Financial Consulting's largest holding is Lilly (Eli) & Co. with shares held of 357,338. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $166.131 Million
  • Prior Market Value $164.536 Million
  • New Purchases47 stocks
  • Additional Purchases129 stocks
  • Sold out of15 stocks
  • Reduced holdings in55 stocks
  • Top 10 Holdings % 44.02 %
  • Turnover % [1]:7.96%
  • Turnover Alt % [2]: 1.49 %
  • Time Held Top20:5.50 quarters
  • Time Held Top10:5.40 quarters
  • Time Held All:5.26 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.33%
Performance Last 4 Quarters: 1.03%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BEDEL FINANCIAL CONSULTING INC
8940 RIVER CROSSING BLVD. SUITE 120
INDIANAPOLIS IN    46240
Country: United States

Business Phone: 317-843-1358
Fax: 317-574-5999
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IN
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 577,154,000
Total Number of Clients: 878
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BEDEL FINANCIAL CONSULTING INC

ownership team - last updated 2019-05-16
Name Title Start Date Direct/Indirect % Ownership
KOPS-BEDEL, ELAINE, ETHEL PRESIDENT AND CEO 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PRESIDENT AND CEO direct 1993-07-01
MYFINANCIALADVICE, INC. DIRECTOR direct 2011-11-01
BEDEL FINANCIAL CONSULTING INC PRESIDENT direct 1993-07-01 2015-10-26
BEDEL FINANCIAL CONSULTING INC PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-09-27
WENDLING, WILLIAM, J CHIEF INVESTMENT OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
BEDEL FINANCIAL CONSULTING INC CHIEF INVESTMENT OFFICER direct 2010-01-01
BEDEL, EVAN, DENNIS PART OWNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PART OWNER direct 2005-12-01
Vanderpool, Cassi CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2017-02-01

BEDEL FINANCIAL CONSULTING INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
KOPS-BEDEL, ELAINE, ETHEL PRESIDENT AND CEO 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PRESIDENT AND CEO direct 1993-07-01
MYFINANCIALADVICE, INC. DIRECTOR direct 2011-11-01
BEDEL FINANCIAL CONSULTING INC PRESIDENT direct 1993-07-01 2015-10-26
BEDEL FINANCIAL CONSULTING INC PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-09-27
WENDLING, WILLIAM, J CHIEF INVESTMENT OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
BEDEL FINANCIAL CONSULTING INC CHIEF INVESTMENT OFFICER direct 2010-01-01
BEDEL, EVAN, DENNIS PART OWNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PART OWNER direct 2005-12-01
Vanderpool, Cassi CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2017-02-01

BEDEL FINANCIAL CONSULTING INC

ownership team - last updated 2018-05-01
Name Title Start Date Direct/Indirect % Ownership
KOPS-BEDEL, ELAINE, ETHEL PRESIDENT AND CEO 07/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PRESIDENT AND CEO direct 1993-07-01
MYFINANCIALADVICE, INC. DIRECTOR direct 2011-11-01
BEDEL FINANCIAL CONSULTING INC PRESIDENT direct 1993-07-01 2015-10-26
BEDEL FINANCIAL CONSULTING INC PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER direct 1993-07-01 2016-09-27
WENDLING, WILLIAM, J CHIEF INVESTMENT OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2004-10-01
BEDEL FINANCIAL CONSULTING INC CHIEF INVESTMENT OFFICER direct 2010-01-01
BEDEL, EVAN, DENNIS PART OWNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC PART OWNER direct 2005-12-01
Vanderpool, Cassi CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEDEL FINANCIAL CONSULTING INC CHIEF COMPLIANCE OFFICER direct 2017-02-01

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