ELM CAPITAL MANAGEMENT LLC

Overview

ELM Capital Management LLC is an SEC-registered limited liability company that advises individual and family clients, with regulatory registration recorded in 2026. The firm’s services center on discretionary portfolio management for individuals and small businesses and include pension consulting. Its owner is an individual principal and the business charges fees that include a percentage of assets under management (plus other fee arrangements). ELM does not position itself as an ESG-focused allocator and is not identified as a multi-state adviser in the filing. The firm lists affiliations with other types of financial and professional organizations—an investment adviser, a law firm and an insurance company—which suggests access to outside legal and insurance-related resources as part of its broader client service model.

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Location & Offices