Elliott Financial, LLC

Overview

Elliott Financial, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on an hourly-fee model, suggesting a planning-centered relationship that complements ongoing asset management rather than a purely asset-fee-driven practice. Elliott Financial appears to favor equity-centered portfolios, using exchange-traded equities and ETFs as the primary vehicle for implementing client exposures. The firm does not position itself as an active ESG investor, and it does not function as a capital allocator or a multi-state advisory platform; its client base is primarily individual and family. Advisory services emphasize personalized planning and portfolio construction tailored to relatively concentrated client relationships.

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Public Holdings

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Location & Offices