Elite Capital Management Group, LLC

RIASEC RegisteredEst. 2009
Total AUM
$351M
Discretionary
$351M
100% of AUM
Avg account
$9M
Accounts
39
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
144228
Registered since
February 20, 2009
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Elite Capital Management Group, LLC is an SEC-registered investment adviser operating as a limited liability company since 2009 that focuses on institutional portfolio management. The firm acts as a capital allocator and emphasizes fixed‑income allocation as a core building block of client portfolios, with particular concentration in investment‑grade corporate bonds. Its business model centers on fee‑based advisory services charged as a percentage of assets under management and includes selection of third‑party advisers when needed. Elite Capital serves a small institutional client base rather than a retail mass market and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 52%, US Government Bonds 29%, State & Local Bonds 8%, Exchange Traded Equities 6%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 1%52%
  • Investment Grade Corp Bonds52%
  • US Government Bonds29%
  • State & Local Bonds8%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • Fernando Arrue

    Fernando Arrue

    Portfolio AdministratorCRD 6218329

  • Matthew Butler

    Matthew Butler

    FounderCRD 2221947

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth