E
ELR Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$678,532
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$678,532
About
ELR Capital Management, LLC is a Texas-formed independent investment adviser led by a single managing member. The firm provides discretionary portfolio management to individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and conducting ongoing monitoring across equities, fixed income, ETFs (including precious‑metal ETFs), commodities and non‑U.S. securities.
The adviser employs fundamental, technical and cyclical analysis and implements both long‑ and short‑term strategies, documenting client risk tolerance in each IPS and generally seeking discretionary trading authority. ELR Capital states it seeks fair and equitable allocation of investment opportunities among clients, performs monthly account reviews, and provides written reporting at least quarterly.
Notable features that distinguish the firm from many solo independent advisers include its use of performance‑based fee arrangements with a high‑water mark for qualified clients and its policy requiring clients to custody assets at Interactive Brokers. The firm manages all assets internally (does not select third‑party managers), uses leveraged and derivative strategies such as margin, short sales and options, and does not accept proxy‑voting authority on client holdings.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.00% annually
10.00% performance fee on capital appreciation for qualified clients
Main office location
ELR Capital Management, LLC
Fort Worth TX, United States
Number of offices
1
Most active in
ELR Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 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.
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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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