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Firm profile

Ele Advisory Services, Inc.

SOUTHFIELD, MICRD 148228Latest ADV March 31, 2026

Ele Advisory Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Southfield, MI. Its latest Form ADV filing, dated March 31, 2026, reports $137M in regulatory assets under management, 13 employees, 9 offices, and 1,544 accounts.

Assets Under Management
$137M
Employees
13
Offices
9 offices
Total Clients
1,156
Primary office
SOUTHFIELD, MI
18700 W. 10 MILE ROAD, SUITE 100, SOUTHFIELD, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOEllis N. Liddell
CCOEllis N. Liddell
CFOTammie M. Parran

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.2% of total clients.
Top client categories% of clientsClients
1
Individuals
97.2%
1,124
2
HNWI
1.6%
19
3
Corporations
0.6%
7
4
Charitable
0.5%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$137Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$137M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$137M
Total Accounts1,544
10Y AUM Change+$24M (+21.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee89:1
10Y Employee Change+7 (+116.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.