ELITE INCOME ADVISORS, INC.
Firm details
- Headquarters
- ELLICOTT CITY, Maryland
- CRD number
- 285429
- Registered since
- May 29, 2025
- Website
- eliteincomeadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1OZER CULHAGIL
Chief Executive OfficerCRD 5600626
Contacts
3 of 6PRASHANT SABAPATHI
Co-FounderCRD 6122231
Connor Wilson
Financial Advisor Support SpecialistCRD 7843332
Daniel DiPeso
ParaplannerCRD 7863324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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