ELITE INCOME ADVISORS, INC.
Latest filing: Apr 28, 2025 (2 days ago)
AUM
$150,103,195
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
9
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
ELLICOTT CITY, MD
6011 UNIVERSITY BOULEVARD, ELLICOTT CITY, MD, UNITED STATES, 21043
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 503 | $0.1 |
| Average Individual AUM | $180,721 | |
| HNW | 77 | $0.1 |
| Average HNW AUM | $723,219 | |
| Retail Total | 580 | $0.1 |
| Average Retail AUM | $252,742 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS INNERBICHLER | ELLICOTT CITY | MD | S63|2005-01-22|S66|2005-07-21 | ||||||
| PRASHANT SABAPATHI | ELLICOTT CITY | MD | S63|2012-11-09|S65|2013-10-25 | ||||||
| MICHAEL HARTZELL | ELLICOTT CITY | MD | S66|2018-09-22 | ||||||
| CONNOR WILSON | ELLICOTT CITY | MD | S65|2023-11-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DE-07/23/2020, FL-10/26/2020, MD-03/20/2017, NC-11/18/2020, PA-09/30/2021, SC-12/18/2023, TX-10/22/2020, VA-04/05/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV