Elphinstone

Overview

Elphinstone is an independent, SEC-registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Elphinstone operates on a percentage-of-AUM fee model and also maintains registrations as a broker-dealer representative. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not designated as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices