Elk Capital Advisors, LLC

Elk Capital Advisors LLC is a state-registered independent investment adviser that provides asset management services to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and corporations. The firm manages separate custodial accounts on a percentage‑of‑assets basis and reported approximately $3.11 million in assets under management across a small client roster.

The firm offers continuous, ongoing supervision of client accounts and can manage portfolios on a discretionary or non‑discretionary basis, employing long‑term, short‑term and frequent trading strategies as appropriate. Reviews are performed at least quarterly, clients may impose reasonable investment restrictions, and the firm relies on qualified custodians for transaction confirmations and statements while voting proxies for managed accounts.

The brochure explicitly lists corporations or business entities among its client types and describes custody, fee‑deduction and proxy‑voting procedures, operational features that align with servicing plan‑style accounts such as pension or profit‑sharing arrangements—an offering that is less common among independent solo advisers. The firm’s small, concentrated client base and the principal’s prior experience as a general partner of a mortgage‑backed securities fund combined with ongoing insurance‑related activities create a different advisory profile than many peers.