$192.6M Total AUM
$192.6M Disc. AUM
-- 3Y CAGR
2 Employees
169 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HarborElement pathway
- Established Date
- 11-14-2008
- Office Locations
- 1
Office Locations
1861 Hicks Road Suite D Rolling Meadows IL
About Financial Elements, INC
Financial Elements is a boutique, fee-only RIA in Chicagoland providing holistic financial planning and investment management for individuals and families across life stages, from early career through retirement. Portfolios emphasize disciplined asset allocation using ETFs and mutual funds. The firm aligns with CFP and NAPFA standards and custodies assets at Schwab.
Team overview
47 AVG AGE
$192.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
17.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Delta Horizon Glacier Oak
Custodian
Bridge Capital signal
Investment Themes
Momentum north Momentum summit Element
Investment Vehicles
Radial frontier Alpha
Platform
Peak
Services
Capital Ridge horizon Signal Value crest Zenith Delta Zenith
Technology
Meridian Delta
Owner & Executives
BRENDA KNOX
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4604036
- Ownership
- 75% or more
(500) 491-8179
ember.ember@beaconcapital.com
in linkedin.com/in/capital-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,562,151 | $461,780 |
| Non-Discretionary | $0 | -- |
| Total | $192,562,151 | $461,780 |
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Separately Managed Accounts
Total SMA Asset: $192,562,151
Equity - Exchange:
31.0% Public Funds:
20.8% Cash:
48.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,216,798,838 | 31.0% |
| Public Funds | $816,432,769 | 20.8% |
| Cash | $1,891,925,935 | 48.2% |
| Total | $3,925,157,542 | 100.0% |