ELLICOTT CITY, MDCRD 285429Latest ADV March 27, 2026
Elite Income Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ellicott City, MD. Its latest Form ADV filing, dated March 27, 2026, reports $213M in regulatory assets under management, 7 employees, 1 office, and 657 accounts.
Assets Under Management
$213M
Employees
7
Offices
1 office
Total Clients
662
Primary office
ELLICOTT CITY, MD
6011 UNIVERSITY BOULEVARD, SUITE # 350, ELLICOTT CITY, MD, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
467
2
HNWI
28.7%
190
3
Pension Plans
0.6%
4
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 27, 2026
Discretionary100.0%
$213M
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$213M
Total Accounts657
10Y AUM Change+$63M (+42.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee95:1
10Y Employee Change-2 (-22.2%)
* 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.