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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2021
- Office Locations
- 1
Office Locations
About Elite Financial Group
Elite Financial Group is a Gaithersburg, MD RIA providing retirement-focused financial planning and portfolio management for business owners, federal employees, and individuals and families. The firm uses a coaching-based process and tax-aware, risk-managed strategies, including ETF and mutual-fund allocations. Offers a free Federal Benefits Analysis and custodies client assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 122 clients, or 122 clients per representative. That equates to $328.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Elite Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Nicholas Frederick Herman
Chief Compliance Officer, Managing Member
- CRD
- #7172955
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,071,105 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,071,105 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Elite Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.