# Elite Financial, Inc.

> Elite Financial, Inc. is an SEC-registered investment advisory firm in Lewiston, ID, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 286667
- Filed as: ELITE FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lewiston, ID
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286667
- AdvisorCensus page: https://advisorcensus.com/firm/elite-financial-inc-lewiston-id-286667

## Quick answers

**How is Elite Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Elite Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Elite Financial, Inc. located?**
Elite Financial, Inc.'s principal office is in Lewiston, ID, according to its Form ADV.

**Is Elite Financial, Inc. registered with the SEC or a state?**
Elite Financial, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286667.

**How much does Elite Financial, Inc. manage?**
Elite Financial, Inc. reports $274,230,878 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**How have Elite Financial, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Elite Financial, Inc.: Regulatory assets under management: $126,218,702 in the October 2021 data and $274,230,878 in the October 2026 data, up 117%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elite Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (365); high net worth individuals (74).

**Which custodians does Elite Financial, Inc. use?**
Elite Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Elite Financial, Inc. 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/286667

**What changed in Elite Financial, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in HI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Minimum annual fee: None

> We do not have a minimum account size or fee for clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- 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: $274,230,878
- Discretionary: $274,230,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 365 | $113,088,382 |
| High net worth individuals | 74 | $161,142,496 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, ID, MT, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elitefinancialinc.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,218,702 | 1 | March 10, 2021 |
| October 2022 | $154,085,439 | 1 | April 18, 2022 |
| October 2023 | $156,303,759 | 1 | March 6, 2023 |
| October 2024 | $171,205,402 | 1 | February 14, 2024 |
| October 2025 | $239,816,615 | 1 | April 21, 2025 |
| October 2026 | $274,230,878 | 1 | April 21, 2026 |

Regulatory assets under management: $126,218,702 in the October 2021 data and $274,230,878 in the October 2026 data, up 117%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in HI.

### March 2026
- Regulatory assets under management went from $239,816,615 to $274,230,878 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elite Financial, Inc. (CRD 286667): Form ADV filing data as of October 2026.