Elemental Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147218
- Website
- www.elementalcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.55%
- Individuals22.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elemental Capital Management, LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients, including small business owners. The firm runs discretionary portfolios and shows a clear tilt toward liquid, exchange-traded equity exposure as the core of its investment program. Its ownership is individual and it operates as a limited liability company, offering AUM-based fees and straightforward advisory services rather than institutional or pension consulting. Investment posture is equity-forward, using separately managed account structures and exchange-traded products to implement core exposure. The firm does not position itself as an ESG investor and does not act as a capital allocator; instead it appears to combine direct equity/ETF exposure with select mutual fund holdings and limited third-party alternative allocations for tactical or sector-specific plays.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Michael Grizzard
President, CIOCRD 4599947
Contacts
1 of 1
James Ruffin
VP, Director of Wealth ManagementCRD 5390979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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