Elite Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,071,105
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
101
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
101
Average account size
$396,744
About
Elite Financial Group is a small, independent registered investment adviser operating as a solo practitioner with roughly $40 million in assets under management across about 101 client accounts. The firm provides ongoing portfolio management services for individuals and high-net-worth clients, preparing Investment Policy Statements and offering both discretionary and non-discretionary management.
EFG describes a long-term trading approach supported by charting, fundamental, and technical analysis, and generally limits its advice to mutual funds, equities, fixed income, ETFs, annuities, and Treasury Inflation-Protected securities. The brochure’s investment discussion calls out ETFs that use derivatives, leverage, or complex strategies and addresses related risks, indicating the firm may employ derivative-linked strategies in managed accounts.
Notable features in the brochure that distinguish EFG from many peers include disclosures that the firm’s principal engages in outside business activities (operating a contracting business and real estate brokerage) and is a licensed insurance agent who may receive commissions, which can give rise to business-client relationships and potential conflicts of interest. Taken together with the firm’s potential use of derivative-linked ETFs in client accounts, these elements are less common among independent, single-advisor firms.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.80%
Commission received by licensed insurance agent for sale of investment products; commissions are not the primary source of compensation and advisory fees are not reduced to offset commissions.
Main office location
Elite Financial Group
17 B Firstfield Rd, Ste 108
Gaithersburg MD 20878, United States
Number of offices
1
Most active in
Elite Financial Group has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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