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ELITE CAPITAL MANAGEMENT GROUP, LLC

CRD 144228File 801-69929
APPROVED
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$350.9M
Below cohort median (national)
Discretionary AUM
$350.9M
Clients
16
39 accounts
Employees
4

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Feb 20, 2009
Principal office
Not reported
Phone
203-699-9662

Assets & accounts

ADV Item 5F
Total regulatory AUM
$350.9M
Discretionary AUM
$350.9M
Non-discretionary AUM
$0
Discretionary accounts
39
Non-discretionary accounts
0
Total accounts
39
AUM per client
$21.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Banking or thrift institutions16$350.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026AUM$340,546,530$350,938,755increased by$10,392,225
Mar 1, 2026Accounts4239decreased by3
May 1, 2025
vs Oct 1, 2022
Employees34increased by1
May 1, 2025
vs Oct 1, 2022
AUM$476,406,776$340,546,530decreased by$135,860,246
May 1, 2025
vs Oct 1, 2022
Accounts1642increased by26
Apr 1, 2022Accounts4916decreased by33
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ELITE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELITE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.