$274.2M Total AUM
$274.2M Disc. AUM
20.0% 3Y CAGR
1 Employees
439 ADV. Clients
9 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Quantum horizon
- Established Date
- 04-21-2017
- Office Locations
- 1
Office Locations
739 Bryden Suite B Lewiston ID
About Elite Financial, Inc.
Elite Financial Inc. is an independent RIA in Lewiston, Idaho serving individuals, professionals, and business owners with financial planning and investment management. The firm emphasizes long-term advisory relationships rather than transaction-driven sales. Portfolios are implemented primarily with public funds and some ETFs, and client assets are custodied at Charles Schwab.
Team overview
47 AVG AGE
$274.2M AVG AUM / ADVISOR
$624.7K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Client Personas
Beacon beacon
Custodian
Wave delta Pioneer insight Element meridian Catalyst capital
Investment Themes
Crest Glacier
Investment Vehicles
Timber wave
Platform
Foundation
Services
Ember Catalyst quantum Meridian bridge Timber zenith
Technology
Peak unison
Owner & Executives
RYAN LEE SKINNER
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #4466041
- Ownership
- 75% or more
(498) 781-3874
delta.wave@unisoncapital.com
in linkedin.com/in/atlas-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,230,878 | $238,669 |
| Non-Discretionary | $0 | -- |
| Total | $274,230,878 | $238,669 |
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Separately Managed Accounts
Total SMA Asset: $274,230,878
Public Funds:
25.1% Equity - Exchange:
41.3% Cash:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,415,222,558 | 25.1% |
| Equity - Exchange | $2,328,633,134 | 41.3% |
| Cash | $1,894,481,194 | 33.6% |
| Total | $5,638,336,886 | 100.0% |