Elite Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,070,220
Clients
101
Advisors
1
of 1 employees
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
Expertise
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
17 B Firstfield Rd, Ste 108
Gaithersburg MD 20878
Advisors at this office
1
Most active in
District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
Also doing business as
Elite Financial Group · Elite Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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