# Elbert Financial Consulting, Inc.

> Elbert Financial Consulting, Inc. is a state-registered investment advisory firm, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 117847
- Filed as: ELBERT FINANCIAL CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117847
- AdvisorCensus page: https://advisorcensus.com/firm/elbert-financial-consulting-inc-117847

## Quick answers

**How is Elbert Financial Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Elbert Financial Consulting, Inc. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Elbert Financial Consulting, Inc. registered with the SEC or a state?**
Elbert Financial Consulting, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 117847.

**What types of clients does Elbert Financial Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (20); high net worth individuals (18); individuals (other than high net worth individuals) (12).

**Does Elbert Financial Consulting, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117847

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | Not reported |
| High net worth individuals | 18 | Not reported |
| Charitable organizations | 5 | Not reported |
| Corporations or other businesses not listed above | 20 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elbert Financial Consulting, Inc. (CRD 117847): Form ADV filing data as of October 2026.