$54.0M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
18 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2008
- Office Locations
- 1
Office Locations
101 Parkshore Drive, Suite 215 Folsom CA
About Elite Capital Services, LLC
Elite Capital Services, LLC is an independent investment advisor (est. 2005) led by CIO Marios Gregoriou, providing personalized portfolio management along with retirement and college funding planning. The firm serves clients across the U.S. and Europe. Public filings indicate portfolios are primarily ETF-based with allocations to cash and U.S. government/agency bonds; custody includes Interactive Brokers.
Team overview
65 AVG AGE
$54.0M AVG AUM / ADVISOR
$771.4K AVG AUM / CLIENT
18.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Eagle insight Timber
Client Personas
Summit
Custodian
Summit oak
Investment Themes
Insight harbor Alpha Glacier value
Investment Vehicles
Beacon summit
Services
Ember Radial Unison Zenith element Zenith Catalyst oak
Owner & Executives
MARIOS PANOS GREGORIOU
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1513260
- Ownership
- 75% or more
(730) 243-7854
quantum.insight@meridiancapital.com
in linkedin.com/in/focus-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,000,000
Equity - Exchange:
9.8% Cash:
16.7% Municipal Bonds:
18.3% U.S. Government/Agency:
55.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $447,096,666 | 9.8% |
| Cash | $761,889,216 | 16.7% |
| Municipal Bonds | $834,884,590 | 18.3% |
| U.S. Government/Agency | $2,518,340,401 | 55.2% |
| Total | $4,562,210,873 | 100.0% |