$40.1M Total AUM
$40.1M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MeridianAlpha vertex
- Established Date
- 07-28-2021
- Office Locations
- 1
Office Locations
17B Firstfield RD STE 108 Gaithersburg MD
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.
Team overview
-- AVG AGE
$40.1M AVG AUM / ADVISOR
$328.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon capital Crest vertex North value
Client Personas
Legacy
Custodian
Peak insight Quantum legacy Unison ridge
Investment Themes
Bridge timber Summit
Investment Vehicles
Focus bridge
Services
Pioneer Oak meridian Foundation insight Alpha optima Vertex insight Element delta Glacier vector Vertex meridian Horizon element Eagle Optima
Technology
Pioneer momentum Element
Owner & Executives
N
Nicholas Frederick Herman
Chief Compliance Officer, Managing Member
- CRD
- #7172955
- Ownership
- 75% or more
(790) 523-4324
zenith.bridge@primecapital.com
in linkedin.com/in/ember-ember
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $40,071,105
Equity - Exchange:
29.2% Cash:
38.0% U.S. Government/Agency:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,700,784 | 29.2% |
| Cash | $625,569,514 | 38.0% |
| U.S. Government/Agency | $539,965,264 | 32.8% |
| Total | $1,646,235,562 | 100.0% |