E
Elliott Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,581,487
Clients
78
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
Very HighAverage account size
$161,301
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
Portfolio management
Tax preparation
Expertise
Passive / index investing
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 location
Elliott Capital Management, Inc.
202 N. Center Street, Suite 1 West
Bloomington IL 61701-3901, United States
Number of offices
1
Most active in
Elliott Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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