E
Elite Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,346,587
Clients
7
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$335,227
About
Elite Investment Advisors, LLC is a state-registered independent adviser that manages discretionary accounts for a small number of individuals, IRAs, trusts and businesses. The firm offers portfolio management focused on stocks, exchange-traded funds and other exchange-traded securities, along with investment consulting, an hourly mentoring program, and periodic newsletters and webinars.
The firm describes itself as trading-oriented and generally runs concentrated portfolios (often 15 or fewer positions, and sometimes eight or fewer) using a mix of fundamental growth-stock selection and technical/charting analysis. Its approach includes market timing and short-term trading, may employ margin and short sales, and allows accounts to move to cash when the manager deems appropriate.
Notable distinctions from many peers include the firm’s regular investor education activities—mentoring, occasional seminars, and client newsletters—and its established framework for performance-based fee arrangements for qualified clients (with high‑water mark and hurdle provisions), although it currently reports no assets on a performance-fee basis. The brochure also discloses a past administrative proceeding with a state securities regulator that was settled with restitution, and the firm notes that its management fees are higher than typical for similar advisers.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Market timing
Consulting
Expertise
Active portfolio management
Concentrated stock management
Equity compensation tax strategy
Occupation focus
Founder/Business Owner
Fee options
$0 - $499,999: 4.72% annually (cash account) $500,000 - $999,999: 4.64% annually (cash account) $1,000,000+: 4.56% annually (cash account) $0 - $499,999: 4.96% annually (margin account) $500,000 - $999,999: 4.88% annually (margin account) $1,000,000+: 4.80% annually (margin account)
$400 per hour for mentoring and consulting services
Performance fee available to qualified clients with $300,000 minimum account size; fee schedules include quarterly management fees plus 20%, 40%, or 50% performance fees with various hurdle and high-water mark provisions; fees are negotiable.
Account minimum: $100,000 for cash or retirement (IRA) accounts; $250,000 for margin accounts Fee-only: Investment mentoring and consulting fees at $400/hour, payable in advance
Main office location
Elite Investment Advisors, LLC
St. Louis MO, United States
Number of offices
1
Most active in
Elite Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")