ELK Capital Advisors, LLC
RIAState Registered
Total AUM
$3.1M
Discretionary
$2.8M
89% of AUM
Avg account
$240K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 159373
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.53%
- Pension & Profit Sharing Plans11.47%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ELK Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and operates on a percentage-of-AUM fee model. Its stated advisory activities include portfolio management for individuals and small businesses and providing pension consulting services. ELK does not identify as an active ESG investor and is not set up as a multi-state adviser or a separate capital allocator. The firm lists an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds48%
- Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- US Government Bonds11%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations