ELLIOTT CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- BLOOMINGTON, Illinois
- CRD number
- 123852
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elliott Capital Management, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individual investors and families, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management without affiliations to other advisory firms or pension consulting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds35%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1ROGER ELLIOTT
PresidentCRD 4631183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLOOMINGTON, IL
MCLEAN
Location
BLOOMINGTON, IL
Headquartered in BLOOMINGTON, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- MCLEAN
- Address
- 202 N Center St
- Time zone
- CT (UTC-6)
- Office locations
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