Overview
Assets Under Management: $133 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 28
Average Client Assets: $2.5 million
Frequently Asked Questions
ELM CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294012), ELM CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ELM CAPITAL MANAGEMENT LLC is headquartered in PITTSBURGH, PA.
ELM CAPITAL MANAGEMENT LLC serves 28 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, ELM CAPITAL MANAGEMENT LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
ELM CAPITAL MANAGEMENT LLC manages $133 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, ELM CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.39%
Average Client Assets: $2.5 million
Total Client Accounts: 564
Non-Discretionary Accounts: 564
Regulatory Filings
CRD Number: 294012
Filing ID: 2057302
Last Filing Date: 2026-02-24 18:36:54