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CRD: 117275
ELK Hill Advisors, Inc.
Roanoke, VA
5407744603
$105.2M Total AUM
$98.8M Disc. AUM
-- 3Y CAGR
2 Employees
217 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · City National Bank · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-05-1993
- Office Locations
- 1
Office Locations
-- Roanoke VA
About ELK Hill Advisors, Inc.
ELK Hill Advisors, Inc. is a Roanoke-based RIA. The firm has been operating for 33 years. Managing $105.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and City National Bank. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$105.2M AVG AUM / ADVISOR
$484.8K AVG AUM / CLIENT
25.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
33yrs Firm Age
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Asset Classes
Ember ridge Element
Investment Themes
Atlas
Investment Vehicles
Pathway horizon
Services
Focus Focus beacon Foundation Vital
Owner & Executives
S
SCOTT WESLEY BERGLUND
Chief Compliance Officer, President
- CRD
- #2311935
- Ownership
- 75% or more
(684) 603-2138
frontier.matrix@horizoncapital.com
in linkedin.com/in/element-vector
Showing 1 of 1 owners & executives
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T
THOMAS CARTER FITZPATRICK
Investment Advisor Representative
- CRD
- #5559498
(265) 898-1412
oak.horizon@vectorcapital.com
in linkedin.com/in/bridge-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,839,520 | $173,551 |
| Non-Discretionary | $6,367,156 | $566,106 |
| Total | $105,206,676 | $183,273 |
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Separately Managed Accounts
Total SMA Asset: $105,206,676
Equity - OTC:
9.6% Equity - Exchange:
33.7% Cash:
34.1% U.S. Government/Agency:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $458,701,930 | 9.6% |
| Equity - Exchange | $1,610,234,900 | 33.7% |
| Cash | $1,629,347,481 | 34.1% |
| U.S. Government/Agency | $1,079,860,794 | 22.6% |
| Total | $4,778,145,105 | 100.0% |