E
CRD: 123852
Elliott Capital Management, Inc.
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2003
- Office Locations
- 1
Office Locations
202 N. Center Street Suite 1-West Bloomington IL
About Elliott Capital Management, Inc.
ELLIOTT CAPITAL MANAGEMENT, INC. is a Bloomington, IL-based, retail-focused investment advisory firm led by President Roger Dean Elliott. It provides financial planning, tax planning, portfolio construction and business succession guidance, using active asset allocation and risk management with portfolios primarily implemented via ETFs and mutual funds. Client accounts are custodied at Charles Schwab & Co.
Team overview
61 AVG AGE
$12.6M AVG AUM / ADVISOR
$161.3K AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROGER DEAN ELLIOTT
President
- CRD
- #4631183
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,581,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,581,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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