Katherine Kochounian

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Fishers, IN

CRD#: 8166939

Some features on this profile are disabled

Professional summary

Katherine Kochounian, who also goes by Katie Harlan, is a registered financial advisor currently at ELEVATE CAPITAL MANAGEMENT, L.L.C. located in Fishers, Indiana.

Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Katherine has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Katie Harlan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katherine Kochounian's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2025 - Present

ELEVATE CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 301992

Fishers, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ELEVATE CAPITAL MANAGEMENT, L.L.C.

CRD#: 301992 / SEC#:

California

Registered Investment Advisory firm - (6/18/2019 Approved)

Indiana

Registered Investment Advisory firm - (12/5/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Embarcadero Center Suite 400, San Francisco, CA 94111

Mailing Address

Phone number

(415) 669-4477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 34,657,275

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Katherine Kochounian

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katherine Kochounian's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATE CAPITAL MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Current Firm

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELEVATE CAPITAL MANAGEMENT, L.L.C.

TRUST BUT VERIFY

Similar Advisors