Elliott Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning services to individual and family clients, developing individualized investment policies and managing portfolios on an ongoing basis. It typically implements portfolios using passively managed vehicles, primarily exchange-traded funds, with some legacy no-load mutual funds included when appropriate.
The firm’s investment approach emphasizes broadly diversified passive asset allocation grounded in Modern Portfolio Theory, with asset-class weightings set in a written Investment Policy Statement and periodic monitoring for rebalancing or changes. Portfolios are constructed to reflect each client’s objectives, risk tolerance, liquidity needs and tax considerations, and may be customized to incorporate employer retirement accounts or low‑basis stock when relevant.
What is noteworthy is the firm principal’s combination of CPA and CFA credentials and prior experience in public accounting, which the brochure cites as informing the firm’s attention to tax and reporting matters—an attribute that is uncommon among similar solo independent advisors. The firm operates as a solo practice that uses an institutional custodian platform for execution and reporting and maintains a Code of Ethics aligned with CFA Institute standards.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,000 - $750,000: 1.50% $750,000 - $1,000,000: 1.25% $1,000,000 - $1,250,000: 1.00% $1,250,000+: 0.75%
Account minimum: $100,000 (may be waived)
Main office
202 N. Center Street, Suite 1-West
Bloomington IL 61701-3901, United States
Most active in
Illinois
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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