BEVERLY HILLS, CACRD 104695Latest ADV March 30, 2026
Eliot Finkel Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 30, 2026, reports $187M in regulatory assets under management, 3 employees, 1 office, and 174 accounts.
Assets Under Management
$187M
Employees
3
Offices
1 office
Total Clients
73
Primary office
BEVERLY HILLS, CA
9401 WILSHIRE BOULEVARD, SUITE 830, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.1% of total clients.
Top client categories% of clientsClients
1
HNWI
52.1%
38
2
Individuals
45.2%
33
3
Pension Plans
2.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 30, 2026
Discretionary100.0%
$187M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$187M
Total Accounts174
10Y AUM Change+$46M (+32.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.