Elite Portfolios
Elite Portfolios is an SEC-registered ria in Carmel By The Sea, CA with $322,063 assets under management (AUM, regulatory AUM), -35% over one year. See who owns Elite Portfolios: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327535, SEC 801-128578, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $322,063 (2026-06-26)
- Firm type
- Ria
- Location
- Carmel By The Sea, CA
- Employees
- 1
- Clients
- 1
- CRD
- 327535
- Ownership
- SMITH, JEFFREY, ANDREW; PURPLE MARLIN LLC; STILLWATER PRIVATE HOLDINGS, LLC; CHAD AND SARA HINDS 2021 TRUST; RUTHERFORD, GREGORY, ALLAN
How much AUM does Elite Portfolios have?
Elite Portfolios reported $322,063 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Elite Portfolios?
Disclosed owners and executives of Elite Portfolios include SMITH, JEFFREY, ANDREW, PURPLE MARLIN LLC, STILLWATER PRIVATE HOLDINGS, LLC, CHAD AND SARA HINDS 2021 TRUST, RUTHERFORD, GREGORY, ALLAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.