Wealth Manager
    SEC Registered
    Manages Private Funds

    Elite Financial, Inc.

    Registered investment advisor · Lewiston, Idaho · CRD #286667

    Assets Under Management
    $274M
    Client Accounts
    1,149
    Employees
    1
    CRD Number
    286667
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Elite Financial, Inc.

    Elite Financial, Inc. is a SEC-registered investment advisory firm headquartered in Lewiston, Idaho, managing approximately $274M in regulatory assets across 1,149 client accounts. The firm's full regulatory record is filed with the SEC under CRD #286667.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Elite Financial, Inc.

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    Frequently Asked Questions

    What is Elite Financial, Inc.'s AUM?

    Elite Financial, Inc. reports approximately $274M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Elite Financial, Inc. headquartered?

    Elite Financial, Inc. is headquartered in Lewiston, Idaho.

    What is Elite Financial, Inc.'s CRD number?

    Elite Financial, Inc.'s CRD number is 286667. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Elite Financial, Inc. manage?

    Elite Financial, Inc. manages approximately 1,149 client accounts according to its latest SEC filing.

    Is Elite Financial, Inc. SEC registered?

    Yes, Elite Financial, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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