10ELMS LLP

RIASEC RegisteredEst. 2024

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$662K

Accounts

182

Employees

5

Advisory reps

4

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 323398
Registered since: September 20, 2024
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.54%
Individuals9.99%
Corporations / Businesses9.41%
Charitable Organizations6.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

10elms LLP is an independent registered investment adviser organized as a limited liability partnership that registered with the SEC in 2024. The firm serves individuals and families, offering financial planning and portfolio management for individual, small-business and institutional/business clients. Its fee schedules include asset-based fees, hourly billing and flat fees. 10elms describes itself as an advisory practice rather than a capital allocator, and it does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds78%
Exchange Traded Equities9%
State & Local Bonds7%
Investment Grade Corp Bonds3%
Cash & Cash Equivalents3%

Owners & executives

1 of 1

JULIE HAZZARD
Partner and Chief Compliance OfficerCRD 5982636

Contacts

3 of 3

MICHAEL FINCH
OwnerCRD 6477940
RYAN KRUGER
Managing PartnerCRD 5425820
BRADFORD WHITE
PartnerCRD 6520191

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 154

Active vs passive

$193M in ETFs

Passive

98%

$189M

Active

1%

$4.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)	BlackRock	Passive	Foreign Large Blend	$17.2M	187,216	8.90%

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Primary office

TULSA, OK

TULSA

Location

TULSA, OK

Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area: Tulsa-Muskogee-Bartlesville, OK
Region: South
County: TULSA
Address: 2506 E 21st St
Time zone: CT (UTC-6)
Office locations

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