Elite Capital Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$54,000,000
Total clients
70
14% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
70
Average account size
$771,429
About
Elite Capital Services provides wealth and portfolio management and offers separate financial planning and consulting engagements on a fixed‑fee or hourly basis. Its client roster includes individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations, pension and profit‑sharing plans, and bank and thrift institutions, and the firm generally requires $500,000 under management (multiple accounts may be aggregated).
The firm builds strategic asset allocations and implements portfolios using a blend of fundamental and technical analysis, proprietary models (including Discount Dividend, Financial Health and Pier and Sector analyses), and risk‑management tools such as diversification and, when appropriate, hedging with futures and options. Accounts are typically managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, while standalone planning engagements conclude at delivery unless the client elects ongoing management.
Noteworthy aspects compared with peers include the firm’s placement of commission‑based products (mutual funds, insurance and annuities) for investment management clients and a policy to credit sales loads or commissions against advisory fees. Elite Capital also advises pooled and institutional clients and provides access to alternative investments (including hedge funds and third‑party funds of funds), and it highlights global market access and execution tools (citing Bloomberg Anywhere and recommending Interactive Brokers for custody), with disclosures about foreign‑investment and currency risks consistent with cross‑border exposures.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Wealth management
Fee options
Financial planning or consulting services with fixed fees ranging from $500 to $5,000
$0 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.05% annually $10,000,001+: 0.90% annually
Financial planning or consulting services billed at $350/hour
Account minimum: $500,000 Minimum fee: $500 minimum annual investment management fee, may be modified or waived at firm's discretion Fee-only: Investment management fees based on assets under management; financial planning fees charged separately on hourly or fixed fee basis
Main office location
Elite Capital Services, LLC
101 Parkshore Drive,, Suite 215
Folsom CA 95630, United States
Number of offices
2
Most active in
Elite Capital Services, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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