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AdvisorCensus / Financial advisors / Connecticut / Hartford / Elite Capital Management Group, LLC

Elite Capital Management Group, LLC

East Berlin, CTSEC-registered investment adviserCRD 144228

Filed as ELITE CAPITAL MANAGEMENT GROUP, LLC

Elite Capital Management Group, LLC is an SEC-registered investment advisory firm in East Berlin, CT, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

17 years
registered since 2009
$350,938,755
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Elite Capital Management Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Elite Capital Management Group, LLC reports these compensation arrangements: a percentage of assets under its management.

What does Elite Capital Management Group, LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: 0.05% to 0.85% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Elite Capital Management Group, LLC located?

Elite Capital Management Group, LLC's principal office is in East Berlin, CT, according to its Form ADV.

Is Elite Capital Management Group, LLC registered with the SEC or a state?

Elite Capital Management Group, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 144228.

How much does Elite Capital Management Group, LLC manage?

Elite Capital Management Group, LLC reports $350,938,755 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

How have Elite Capital Management Group, LLC's assets and staff changed since 2021?

In the Form ADV data for Elite Capital Management Group, LLC: Regulatory assets under management: $476,406,776 in the October 2021 data and $350,938,755 in the October 2026 data, down 26%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Elite Capital Management Group, LLC serve?

By number of clients on Form ADV Item 5.D: banking or thrift institutions (16).

Which custodians does Elite Capital Management Group, LLC use?

Elite Capital Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Elite Capital Management Group, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144228

Does Elite Capital Management Group, LLC state an account minimum?

Its Form ADV Part 2A brochure dated February 23, 2026 says: "Elite requires a minimum account of $5,000,000 for investment advisory clients, although this may be negotiable under certain circumstances."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.05% to 0.85% a year (a range, as the brochure states it)

The brochure's wording
Elite's management fees range from 0.05% to 0.85% annually, based on negotiation with the client and complexity of the client’s needs.

Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Elite requires a minimum account of $5,000,000 for investment advisory clients, although this may be negotiable under certain circumstances.

As stated in the firm's Form ADV Part 2A brochure dated February 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$350,938,755

$350,938,755 as of October 2026, filing dated February 23, 2026.

Discretionary: $350,938,755.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets Not reported
High net worth individuals
Clients 0 Assets Not reported
Banking or thrift institutions
Clients 16 Assets $350,938,755 (100%)
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
ELITE CAPITAL
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2009 (17 years)
Employees
Total: 4. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
CTTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$476M 2021 $476M 2022 $379M 2023 $349M 2024 $341M 2025 $351M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$350,938,7554February 23, 2026
October 2025$340,546,5304March 27, 2025
October 2024$348,927,3325July 22, 2024
October 2023$379,193,6025June 23, 2023
October 2022$476,406,7763March 28, 2022
October 2021$476,406,7763May 3, 2021

Regulatory assets under management: $476,406,776 in the October 2021 data and $350,938,755 in the October 2026 data, down 26%.

Total employees: 3 in October 2021 and 4 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
elitecapgroup.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Elite Capital Management Group, LLC (CRD 144228): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/elite-capital-management-group-llc-east-berlin-ct-144228