ELK Hill Advisors, Inc.

RIASEC Registered
Total AUM
$105M
Discretionary
$98.8M
94% of AUM
Avg account
$485K
Accounts
217
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
117275
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI67.26%
  • Individuals18.86%
  • Charitable Organizations7.83%
  • Pension & Profit Sharing Plans6.05%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ELK Hill Advisors, Inc. is a small, fee-based registered investment adviser that allocates capital across individual, family and institutional clients with a clear tilt toward equity exposure. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, which suggests a mix of direct portfolio management and outsourced manager relationships. ELK Hill charges fees as a percentage of assets under management and is organized as an individually owned corporation. Equities are the stated preference, with a notable concentration in non-exchange-traded equity positions. The firm also uses mutual funds and third-party alternative managers to broaden exposure, and its alternative allocation includes real estate, managed futures and REITs. ELK Hill is not flagged as an active ESG investor and operates from a single-office structure, managing a compact client base that allows for relatively customized portfolio solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Non-Exchange Traded Equities 53%, Exchange Traded Equities 30%, Cash & Cash Equivalents 10%, US Government Bonds 7%53%
  • Non-Exchange Traded Equities53%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents10%
  • US Government Bonds7%

Contacts

2 of 2
  • Thomas Fitzpatrick

    Investment Adviser RepresentativeCRD 5559498

  • Scott Berglund

    PresidentCRD 2311935

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