Elite Investment Advisors, LLC

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$391K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
Clayton, Missouri
CRD number
118389
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI77.09%
  • Individuals22.91%
Services
Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elite Investment Advisors, LLC is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, delivering discretionary portfolio management alongside a suite of advisory activities that include publishing periodicals/newsletters, market-timing services, and educational seminars or workshops. Its fee menu is broad: percentage-of-AUM arrangements, hourly and fixed fees, and the ability to charge performance-based fees. The firm does not position itself as an ESG specialist, is not registered as a multi-state adviser, and is not identified as a capital allocator or pension consultant in the available data. The business appears to operate as a small, client-focused practice rather than a multi-office national platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Brian Bingham

    PresidentCRD 4530526

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

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
889 S Brentwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth