# 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.

- CRD: 144228
- Filed as: ELITE CAPITAL MANAGEMENT GROUP, LLC
- Also doing business as: ELITE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Berlin, CT
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144228
- AdvisorCensus page: https://advisorcensus.com/firm/elite-capital-management-group-llc-east-berlin-ct-144228

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $350,938,755
- Discretionary: $350,938,755
- Non-discretionary: $0

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elitecapgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $476,406,776 | 3 | May 3, 2021 |
| October 2022 | $476,406,776 | 3 | March 28, 2022 |
| October 2023 | $379,193,602 | 5 | June 23, 2023 |
| October 2024 | $348,927,332 | 5 | July 22, 2024 |
| October 2025 | $340,546,530 | 4 | March 27, 2025 |
| October 2026 | $350,938,755 | 4 | February 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elite Capital Management Group, LLC (CRD 144228): Form ADV filing data as of October 2026.