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ELK Capital Advisors, LLC

ELK Capital Advisors, LLC. CRD 159373

ELK Capital Advisors, LLC logo

CRD: 159373

ELK Capital Advisors, LLC

Emmaus, PA
2012472618
$3.1M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Peak value
Established Date
01-05-2012
Office Locations
1

Office Locations

-- Allentown PA

About ELK Capital Advisors, LLC

Founded in 2005, E.L.K. Capital Advisors provides debt and equity capital raising, institutional fund placement, and M&A advisory services, working across retail and institutional channels for business owners and entrepreneurs. Securities-related transactions are executed through Metronome Securities, LLC.

Team overview

-- AVG AGE
$3.1M AVG AUM / ADVISOR
$259.5K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Horizon beacon Frontier harbor Matrix Beacon Vector Crest Vital Eagle delta Crest alpha

Client Personas

Element legacy Horizon matrix

Custodian

Signal Meridian north Momentum timber

Investment Themes

Oak pathway Timber

Investment Vehicles

Momentum

Services

Element Alpha Capital fusion

Technology

Foundation timber

Owner & Executives

E

EDWARD LAWRENCE KOMITO

Managing Member

CRD
#4328385
Ownership
75% or more
(791) 931-6638
foundation.prime@ridgecapital.com
in linkedin.com/in/prime-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,757,108 --
Non-Discretionary $357,167 --
Total $3,114,275 --

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Separately Managed Accounts

Total SMA Asset: $3,114,275

$3.1M Total SMA
Private Funds:
21.9%
Cash:
21.7%
Equity - Exchange:
23.7%
U.S. Government/Agency:
14.8%
Corporate - Investment Grade:
17.9%
Asset class Assets Assets %
Private Funds $1,308,345,435 21.9%
Cash $1,296,397,075 21.7%
Equity - Exchange $1,415,880,676 23.7%
U.S. Government/Agency $884,178,650 14.8%
Corporate - Investment Grade $1,069,378,232 17.9%
Total $5,974,180,068 100.0%

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