Elemental Capital Management, LLC

Elemental Capital Management, LLC provides discretionary investment management and broader wealth management services to individuals (including high-net-worth clients), trusts, estates, qualified retirement plans, charitable organizations, and businesses. The firm coordinates with clients’ tax, insurance, and legal advisors as part of its wealth management offering and does not participate in wrap fee programs.

Investment decisions are driven by a bottom‑up, fundamental process that begins with a proprietary screening model and culminates in subjective valuation judgments; its equity Skyline strategy is relatively concentrated and typically holds about 20 positions, while its Blue Ridge strategy blends equities and fixed income against a 60/40 S&P 500/Barclays U.S. Aggregate benchmark. Elemental generally manages portfolios on a discretionary basis, may use mutual funds or ETFs for smaller accounts, and applies a $500,000 minimum for investment management services.

The firm is notable among peers for advertising performance results, a practice relatively rare for advisers of this size and structure, and it manages client assets internally rather than selecting third‑party managers. Elemental documents trade‑error procedures, has adopted the CFA Asset Manager Code of Professional Conduct, and recommends a major qualified custodian for client accounts while disclosing related conflicts of interest.