E
Elite Financial, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$274,230,878
Total clients
439
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
439
Average account size
$624,672
About
Elite Financial serves individuals—including high-net-worth clients—as well as trusts, estates, pension and profit-sharing plans, charitable organizations and business entities. The firm provides discretionary portfolio management, trading and rebalancing, together with financial planning and consulting for retirement, life transitions, wealth transfer and estate-planning coordination.
Portfolios are tailored to each client and typically emphasize mutual funds and exchange-traded funds while employing a mix of quantitative and qualitative analysis and modern portfolio theory; management is discretionary and may include opportunistic rebalancing and tax-loss harvesting. The firm also uses an order management system to access and trade external accounts (for example, employer plans) and coordinates with other advisers as part of implementation.
Compared with peers in its support category, Elite Financial is notable for managing an unusually large asset base and client roster per advisor—about $274 million in discretionary AUM and over 400 client relationships—which can affect how services are delivered and supervised. Representatives are also licensed to sell insurance and the firm facilitates estate document preparation through a third‑party technology platform, features the brochure discloses as additional service channels and potential sources of conflict.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Cash flow / budgeting
Wealth management
Fee options
1.50% per year (flat rate, may be discounted)
Insurance product commissions earned by representatives, separate from advisory fees.
Up to $250 per hour for financial planning and consulting services.
Main office location
Elite Financial, Inc.
739 Bryden, Suite B
Lewiston ID 83501, United States
Number of offices
1
Most active in
Elite Financial, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Montana · Texas · Washington
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:
-
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.
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