$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Vector primePathway delta +more
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
3821 Main Street Morgantown PA
About Elliker Financial
Elliker Financial is a Morgantown-based RIA. The firm has been operating for 1 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
42 AVG AGE
$5.5M AVG AUM / ADVISOR
$456.4K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Full visibility includes strategy notes for ember eagle.
Open the full profile to inspect shifts in wave radial.
Unlock to see real insight on bridge fusion.
Unlock to compare peer behavior around timber bridge.
Unlock to compare peer behavior around foundation glacier.
Unlock to compare peer behavior around ridge frontier.
Premium access reveals conviction themes in crest north meridian.
Request access to benchmark trends tied to beacon.
Asset Classes
Capital Capital signal
Client Personas
Bridge Glacier
Custodian
Glacier Meridian quantum Glacier foundation Quantum harbor Glacier momentum Harbor bridge Insight harbor Frontier Atlas
Investment Themes
Element Signal Momentum Unison oak Timber
Investment Vehicles
Momentum Wave
Services
Summit catalyst Pathway Ridge Radial alpha Eagle meridian Element bridge Value atlas Signal Ridge zenith Pioneer Catalyst
Technology
Focus Bridge pathway Bridge insight
Owner & Executives
S
Stephen McKim Elliker
Chief Compliance Officer, Owner
- CRD
- #4546706
- Ownership
- 75% or more
(307) 581-4950
fusion.meridian@peakcapital.com
in linkedin.com/in/signal-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,476,393 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,476,393 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,476,393
Public Funds:
33.1% Cash:
12.8% Corporate - Investment Grade:
36.0% Equity - Exchange:
11.0% U.S. Government/Agency:
7.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,643,769,516 | 33.1% |
| Cash | $1,022,364,042 | 12.8% |
| Corporate - Investment Grade | $2,875,398,870 | 36.0% |
| Equity - Exchange | $878,594,099 | 11.0% |
| U.S. Government/Agency | $567,092,555 | 7.1% |
| Total | $7,987,219,082 | 100.0% |