Elemental Capital Management, LLC

RIASEC Registered
Total AUM
$43.4M
Discretionary
$43.4M
100% of AUM
Avg account
$620K
Accounts
70
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
147218
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.55%
  • Individuals22.45%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Elemental Capital Management, LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients, including small business owners. The firm runs discretionary portfolios and shows a clear tilt toward liquid, exchange-traded equity exposure as the core of its investment program. Its ownership is individual and it operates as a limited liability company, offering AUM-based fees and straightforward advisory services rather than institutional or pension consulting. Investment posture is equity-forward, using separately managed account structures and exchange-traded products to implement core exposure. The firm does not position itself as an ESG investor and does not act as a capital allocator; instead it appears to combine direct equity/ETF exposure with select mutual fund holdings and limited third-party alternative allocations for tactical or sector-specific plays.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Michael Grizzard

    President, CIOCRD 4599947

Contacts

1 of 1
  • James Ruffin

    James Ruffin

    VP, Director of Wealth ManagementCRD 5390979

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth