PITTSBURGH, PACRD 294012Latest ADV February 24, 2026
Elm Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated February 24, 2026, reports $133M in regulatory assets under management, 6 employees, 1 office, and 564 accounts.
Assets Under Management
$133M
Employees
6
Offices
1 office
Total Clients
564
Primary office
PITTSBURGH, PA
309 SMITHFIELD STREET, 6TH FLOOR, PITTSBURGH, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.0% of total clients.
Top client categories% of clientsClients
1
Individuals
95.0%
536
2
HNWI
5.0%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of February 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$133M
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$133M
Total Accounts564
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee94:1
10Y Employee Change—
* 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.