J
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Alpha oakOptima zenith +more
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
-- THE Hills TX
About Jeff Elliott, CFP®
Jeff Elliott Financial is a solo, fee-only fiduciary RIA led by CFP Jeff Elliott in The Hills, TX. Clients work directly with Jeff on values-based planning covering cash flow, taxes, investing, and retirement, plus ongoing portfolio management. The practice is intentionally capped at 50 households; custody includes Altruist.
Team overview
44 AVG AGE
$22.4M AVG AUM / ADVISOR
$475.9K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Fusion Horizon Quantum
Client Personas
Element ember Signal
Custodian
Vertex oak
Investment Themes
Foundation optima Radial Crest
Investment Vehicles
Vital vital
Services
Oak Pathway Vertex element Optima Catalyst bridge Insight Insight catalyst Glacier meridian
Technology
Vector Oak insight Glacier catalyst
Owner & Executives
JEFFREY PAUL ELLIOTT
Certified Financial Planner, Managing Member, President
- CRD
- #6124092
- Ownership
- 75% or more
(599) 576-5866
delta.zenith@atlascapital.com
in linkedin.com/in/ember-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,367,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,367,359 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,367,359
Public Funds:
49.5% Equity - Exchange:
19.1% Cash:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,507,408,680 | 49.5% |
| Equity - Exchange | $581,646,581 | 19.1% |
| Cash | $956,214,799 | 31.4% |
| Total | $3,045,270,060 | 100.0% |