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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum waveSummit
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Elite Income Advisors, Inc.
Elite Income Advisors is a central Maryland RIA serving Howard and Anne Arundel County families, with a retirement-income focus. The team provides investment management and holistic planning, including Social Security optimization, income strategies, RMD and legacy planning, tax planning, insurance, and estate planning. They lead an Education Center and local workshops/classes, and are featured on the Retire Smart Maryland show. Custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
OZER CULHAGIL
Founder, President
- CRD
- --
- Ownership
- 75% or more
PRASHANT RAMESH SABAPATHI
Chief Compliance Officer, Vice President
- CRD
- #6122231
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Jonathon Louis DeFeo
--
- CRD
- #6836982
Daniel Warren DiPeso
--
- CRD
- #7863324
Beacon oak
Delta catalyst legacy
- CRD
- #30653
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,383,359 | $324,784 |
| Non-Discretionary | $0 | -- |
| Total | $213,383,359 | $324,784 |
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Separately Managed Accounts
Total SMA Asset: $213,383,359
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,385,507,994 | 38.6% |
| Equity - Exchange | $1,236,014,505 | 20.0% |
| Cash | $2,558,550,025 | 41.4% |
| Total | $6,180,072,524 | 100.0% |