ELR Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281239
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ELR Capital Management, LLC is a small, equity-focused registered investment adviser operating as a limited liability company and serving individual and family clients. The firm provides portfolio management services geared toward individuals and small businesses and charges fees as a percentage of assets under management. Public disclosures show a clear preference for exchange-traded equities and ETFs as the primary allocation vehicle, and the firm does not identify as an active ESG investor. With a client base concentrated at the individual level, ELR Capital’s investment activity appears to emphasize liquid, publicly traded instruments and cost-efficient execution. Advisory services are delivered on a discretionary basis, suggesting the firm implements model or customized equity allocations for its clients rather than purely providing one-off advisory recommendations.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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