A complete list of active advisors currently associated with Elliott Capital Management, Inc.

Warmer can help you find a great advisor at Elliott Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elliott Capital Management, Inc., 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.