$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
25 yrs Firm Age
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- Custodian
- Equity Trust
- Clients
- Retail
- Platforms
- Insight zenithLegacy +more
- Established Date
- 01-14-2001
- Office Locations
- 1
Office Locations
-- Manchester MO
About Elite Investment Advisors, LLC
Elite Income Advisors serves central Maryland families, with a retirement-income-first approach for clients 55+. The team provides investment management, comprehensive financial planning, Social Security and RMD guidance, tax-efficient retirement strategies, estate/legacy planning, and insurance reviews. EIA also runs local workshops and retirement master classes and is featured on the Retire Smart Maryland show.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$293.3K AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Accredited Investors
Foundation
Asset Classes
Ember signal Frontier Matrix Prime Fusion
Client Personas
Peak Bridge frontier Peak
Custodian
Legacy Oak Radial fusion Momentum Timber alpha Delta vertex Ridge
Investment Themes
Peak Value Eagle Matrix pioneer
Investment Vehicles
Legacy quantum
Services
Frontier signal Summit timber Bridge Meridian vertex Bridge beacon Beacon optima Crest Radial Zenith
Technology
Quantum Glacier north Zenith
Owner & Executives
B
BRIAN BINGHAM
President
- CRD
- #4530526
- Ownership
- 75% or more
(783) 631-7366
beacon.insight@pathwaycapital.com
in linkedin.com/in/beacon-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,346,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,346,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,346,587
Equity - Exchange:
30.1% Cash:
69.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,625,371,363 | 30.1% |
| Cash | $6,096,792,634 | 69.9% |
| Total | $8,722,163,997 | 100.0% |