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Firm profile

Financial Elements, Inc.

ROLLING MEADOWS, ILCRD 148557Latest ADV February 12, 2026

Financial Elements, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rolling Meadows, IL. Its latest Form ADV filing, dated February 12, 2026, reports $193M in regulatory assets under management, 2 employees, and 417 accounts.

Assets Under Management
$193M
Employees
2
Offices
--
Total Clients
124
Primary office
ROLLING MEADOWS, IL
1861 HICKS ROAD SUITE D, ROLLING MEADOWS, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBrenda Knox

Advisory services offered

2 types reported
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 51.6% of total clients.
Top client categories% of clientsClients
1
Individuals
51.6%
64
2
HNWI
46.8%
58
3
Charitable
1.6%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$193Mas of February 12, 2026
Discretionary100.0%
$193M
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.

Total AUM$193M
Total Accounts417
10Y AUM Change+$90M (+88.6%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)

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.