Elephant Corner Financial

Overview

Elephant Corner Financial is a small, owner-operated limited liability advisory firm focused on financial planning and portfolio management for individuals and small businesses. Investment activity skews toward liquid equity exposures; the firm’s filing shows a clear preference for exchange-traded equities as the primary building block of client portfolios. Services are delivered under a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — which supports both one-off planning engagements and ongoing portfolio oversight. Given the firm’s scale, portfolios appear constructed for simplicity and tradability: core equity positions held in custody, supplemented by mutual funds and targeted alternative exposures. Elephant Corner Financial does not position itself as an ESG-focused advisor and appears to rely on third-party managers for any non-traditional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices