Elite Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elite Investment Advisors, LLC is a state-registered independent adviser that manages discretionary accounts for a small number of individuals, IRAs, trusts and businesses. The firm offers portfolio management focused on stocks, exchange-traded funds and other exchange-traded securities, along with investment consulting, an hourly mentoring program, and periodic newsletters and webinars.
The firm describes itself as trading-oriented and generally runs concentrated portfolios (often 15 or fewer positions, and sometimes eight or fewer) using a mix of fundamental growth-stock selection and technical/charting analysis. Its approach includes market timing and short-term trading, may employ margin and short sales, and allows accounts to move to cash when the manager deems appropriate.
Notable distinctions from many peers include the firm’s regular investor education activities—mentoring, occasional seminars, and client newsletters—and its established framework for performance-based fee arrangements for qualified clients (with high‑water mark and hurdle provisions), although it currently reports no assets on a performance-fee basis. The brochure also discloses a past administrative proceeding with a state securities regulator that was settled with restitution, and the firm notes that its management fees are higher than typical for similar advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $499,999: 4.72% annually (cash account) $500,000 - $999,999: 4.64% annually (cash account) $1,000,000+: 4.56% annually (cash account) $0 - $499,999: 4.96% annually (margin account) $500,000 - $999,999: 4.88% annually (margin account) $1,000,000+: 4.80% annually (margin account)
$400 per hour for mentoring and consulting services
Performance fee available to qualified clients with $300,000 minimum account size; fee schedules include quarterly management fees plus 20%, 40%, or 50% performance fees with various hurdle and high-water mark provisions; fees are negotiable.
Account minimum: $100,000 for cash or retirement (IRA) accounts; $250,000 for margin accounts Fee-only: Investment mentoring and consulting fees at $400/hour, payable in advance
Main office
Manchester MO
Advisors at this office
1
Most active in
Illinois · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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