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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Vector beacon
- Established Date
- 06-19-2008
- Office Locations
- 1
Office Locations
About Elemental Capital Management, LLC
Elemental Capital Management is a Henrico, VA registered investment adviser providing asset management and financial planning. Its equity approach builds concentrated portfolios of high-quality businesses with durable return on capital, purchased at reasonable prices, with risk defined as permanent loss of capital. Led by CIO Michael S. Grizzard; custodies with Charles Schwab.
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Owner & Executives
MICHAEL SAMUEL GRIZZARD
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4599947
- Ownership
- 75% or more
JAMES THOMAS RUFFIN
Director of Wealth Management, Vice President
- CRD
- #5390979
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,394,262 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,394,262 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,394,262
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $462,600,352 | 8.8% |
| Public Funds | $1,009,309,860 | 19.2% |
| Cash | $515,168,574 | 9.8% |
| Corporate - Investment Grade | $956,741,638 | 18.2% |
| Corporate - Non-Investment Grade | $346,950,264 | 6.6% |
| Municipal Bonds | $1,608,587,589 | 30.6% |
| U.S. Government/Agency | $357,463,908 | 6.8% |
| Total | $5,256,822,185 | 100.0% |