ELITE INCOME ADVISORS, INC.

RIASEC RegisteredEst. 2025
Total AUM
$213M
Discretionary
$213M
100% of AUM
Avg account
$325K
Accounts
657
Employees
7
Advisory reps
7

Firm details

Headquarters
ELLICOTT CITY, Maryland
CRD number
285429
Registered since
May 29, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees, Other
Client types
  • HNWI59.87%
  • Individuals40.12%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elite Income Advisors, Inc. is an independent, individually owned registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm was registered with the SEC in 2025 and offers a mix of financial planning and portfolio management services, with additional activities that include pension consulting, selecting other advisers, and running educational seminars and workshops. Its fee arrangements include hourly and fixed fees, plus other fee structures rather than a pure AUM-only model. The firm identifies as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment process. It also lists an industry affiliation with an insurance company, suggesting some connectivity to insurance products or distribution. Elite Income Advisors serves a domestic client base (not multi-state as reported) and describes itself as a capital allocator that uses external managers alongside in-house selections.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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: Public Funds/Mutual Funds 84%, Exchange Traded Equities 10%, Cash & Cash Equivalents 6%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • OZER CULHAGIL

    Chief Executive OfficerCRD 5600626

Contacts

3 of 6
  • PRASHANT SABAPATHI

    Co-FounderCRD 6122231

  • Connor Wilson

    Financial Advisor Support SpecialistCRD 7843332

  • Daniel DiPeso

    ParaplannerCRD 7863324

Unlock 3 more contacts

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

ELLICOTT CITY, MD

HOWARD

Location

ELLICOTT CITY, MD

Headquartered in ELLICOTT CITY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
HOWARD
Address
6011 University Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth