ELR Capital Management, LLC

RIASEC Registered
Total AUM
$679K
Discretionary
$679K
100% of AUM
Avg account
$679K
Accounts
1
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Edward Ray

    Managing MemberCRD 6554706

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth