AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $1.5 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 7 | $0.0 |
| Average Individual AUM | $2,585,288 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 7 | $0.0 |
| Average Retail AUM | $2,585,288 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON CORPORATION | PITTSBURGH-PA-USA | $0.6 |
| TRUIST FINANCIAL CORP | ATLANTA-GA-USA | $0.2 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.2 |
| STATE STREET BANK AND TRUST COMPANY | QUINCY-MA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 93% | $1.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $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 | 3% | $0.0 |
| Other | 1% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RANDALL R. ELEY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
| Name | Title |
|---|---|
| ELEY, RANDALL, ROBBI | PRESIDENT, DIRECTOR |
| FLOWERS-SMITH, FELICIA, ODETTE | DIRECTOR |
| MCGAUGH, RAYMOND, SCOTT | DIRECTOR |
| KALLISH, MICHAEL, ALLEN | DIRECTOR |
| ELEY, JR., MELVIN, CLYDE | DIRECTOR |
| MURRAY, THOMAS, BERRIGAN | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER |
| SILVERMAN, DANA, LEAMAN | DIRECTOR |
| ELEY III, MELVIN, CLYDE | TREASURER |
| ATWELL, CHRISTOPHER, WILLIAM | DIRECTOR |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.0 | -2% | 9 | -1 | -11% |
| 2023-04-04 | $1.8 | -$0.1 | -6% | 6 | 2 | 33% |
| 2022-04-01 | $1.8 | -$0.1 | -6% | 8 | 0 | 0% |
| 2021-04-05 | $1.6 | $0.1 | 6% | 7 | 1 | 14% |
| 2020-04-01 | $1.6 | $0.0 | 0% | 7 | 1 | 14% |
| 2019-04-01 | $1.4 | $0.3 | 21% | 5 | 3 | 60% |
| 2018-04-02 | $1.6 | $0.1 | 5% | 5 | 3 | 60% |
| 2017-04-01 | $1.6 | $0.0 | 0% | 12 | -4 | -33% |
| 2016-04-01 | $1.5 | $0.2 | 13% | 7 | 1 | 14% |
| 2015-04-01 | $1.7 | $0.0 | -1% | 7 | 1 | 14% |
| 2014-04-01 | $1.4 | $0.3 | 20% | 7 | 1 | 14% |
| 2013-04-01 | $1.2 | $0.4 | 33% | 8 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| VA, VA-02/05/1988 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV