A complete list of active advisors currently associated with ELR Capital Management, LLC
Warmer can help you find a great advisor at ELR Capital Management, LLC or one who fits your needs even better.
ELR Capital Management, LLC is a Texas-formed independent investment adviser led by a single managing member. The firm provides discretionary portfolio management to individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and conducting ongoing monitoring across equities, fixed income, ETFs (including precious‑metal ETFs), commodities and non‑U.S. securities. The adviser employs fundamental, technical and cyclical analysis and implements both long‑ and short‑term strategies, documenting client risk tolerance in each IPS and generally seeking discretionary trading authority. ELR Capital states it seeks fair and equitable allocation of investment opportunities among clients, performs monthly account reviews, and provides written reporting at least quarterly. Notable features that distinguish the firm from many solo independent advisers include its use of performance‑based fee arrangements with a high‑water mark for qualified clients and its policy requiring clients to custody assets at Interactive Brokers. The firm manages all assets internally (does not select third‑party managers), uses leveraged and derivative strategies such as margin, short sales and options, and does not accept proxy‑voting authority on client holdings.
To learn more about the advisors currently working at ELR Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Worth, TX
| 10
|
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