A complete list of active advisors currently associated with Elite Investment Advisors, LLC

Warmer can help you find a great advisor at Elite Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elite Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.