CARMEL BY THE SEA, CACRD 327535Latest ADV March 25, 2026
Elite Portfolios is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel By The Sea, CA. Its latest Form ADV filing, dated March 25, 2026, reports $322,063 in regulatory assets under management, 1 employee, and 2 accounts.
Assets Under Management
$322K
Employees
1
Offices
--
Total Clients
<5
Primary office
CARMEL BY THE SEA, CA
NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVEL, CARMEL BY THE SEA, CA, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$322Kas of March 25, 2026
Discretionary100.0%
$322K
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$322K
Total Accounts2
10Y AUM Change+$322K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
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.