Elite Financial, Inc.
Elite Financial, Inc. is an SEC-registered mass-market adviser in Lewiston, ID with $274.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Elite Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286667, SEC 801-119574, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $274.2M (2026-04-21)
- Firm type
- Mass-Market Adviser
- Location
- Lewiston, ID
- Employees
- 1
- Clients
- 439
- CRD
- 286667
- Ownership
- SKINNER, RYAN, LEE
How much AUM does Elite Financial, Inc. have?
Elite Financial, Inc. reported $274.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Elite Financial, Inc.?
Disclosed owners and executives of Elite Financial, Inc. include SKINNER, RYAN, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.