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ELITE INCOME ADVISORS, INC.
CRD 285429File 801-132873
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.4M
Below cohort median (national)
Discretionary AUM
$213.4M
Clients
662
657 accounts
Employees
7
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 29, 2025
- Principal office
- 6011 UNIVERSITY BOULEVARD, SUITE # 350, ELLICOTT CITY, MD, 21043
- Phone
- 443-274-3002
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.4M
- Discretionary AUM
- $213.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 657
- Non-discretionary accounts
- 0
- Total accounts
- 657
- AUM per client
- $322K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24K |
| High net worth individuals | 190 | $127.7M |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 467 | $85.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.