$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1989
- Office Locations
- 1
Office Locations
1121 Dallas Dr. Suite 1 Denton TX
About ELM Asset Management Inc.
ELM Asset Management Inc. is a Denton-based RIA. The firm has been operating for 36 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$455.7K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
Available
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN LOUIS MCCALLON
President
- CRD
- #1847395
- Ownership
- 75% or more
Available
Available
Available
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J
Jeffrey Kyle Rayburn
--
- CRD
- #7741768
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,924,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,924,073 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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