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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2005
- Office Locations
- 1
Office Locations
About Elco Management Company, LLC
ELCO Management Company is a New York-based investment manager offering equity and income SMAs for retail and institutional platforms. Strategies include large-cap core equity (growth & income with improving quality trends and attractive relative valuations), infrastructure income (midstream, utilities, renewables), preferred equity/fixed income, and focused sleeves in water utilities, regional banks, and life sciences. Available via managed accounts; custody relationships include Schwab and RBC.
Team overview
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Client Personas
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Investment Themes
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Services
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Owner & Executives
JAMES HOWARD ELLIOT
Chief Compliance Officer, Portfolio Manager
- CRD
- #2284949
- Ownership
- 25% but less than 50%
PAUL ELLIOT
Managing Member, Partner
- CRD
- #200116
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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PAUL LEONARD DORAN
Portfolio Manager
- CRD
- #4959183
Maurice Frank
Managing Partner
- CRD
- #7475145
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,439,828 | $689,438 |
| Non-Discretionary | $15,754,420 | $1,211,878 |
| Total | $261,194,248 | $707,843 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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