ELM Capital Management LLC

Overview

ELM Capital Management LLC is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm reports a fee model that includes a percentage-of-assets component plus other fee arrangements. Its advisory scope centers on portfolio management for individuals and small businesses, with stated experience in pension consulting services. ELM does not position itself as an ESG-focused manager and is not described as a multistate adviser or a capital allocator. The firm lists business affiliations with another investment adviser, a law firm, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives