ELITE FINANCIAL GROUP

Overview

Elite Financial Group is a small, fee-based wealth advisor that pairs portfolio management for individuals and small businesses with insurance-brokerage services. The firm operates as a corporation under individual ownership and focuses on percentage-of-AUM fee arrangements. Clients are primarily individual and family relationships with some institutional exposures, and the firm manages client assets on a discretionary basis. Investment emphasis is equity-first: public, exchange-traded securities represent the dominant exposure in client portfolios. That equity orientation is complemented by insurance products and third‑party alternative allocations, with real estate identified as the primary alternative channel. Elite Financial Group does not position itself as an ESG-driven manager and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices