AdvisorCensus / Financial advisors / California / Salinas / Elite Portfolios
Elite Portfolios is an SEC-registered investment advisory firm in Carmel by the Sea, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Elite Portfolios compensated?
On its Form ADV (Item 5.E, October 2026), Elite Portfolios reports these compensation arrangements: other.
Where is Elite Portfolios located?
Elite Portfolios' principal office is in Carmel by the Sea, CA, according to its Form ADV.
Is Elite Portfolios registered with the SEC or a state?
Elite Portfolios is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327535.
How much does Elite Portfolios manage?
Elite Portfolios reports $322,063 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
How have Elite Portfolios' assets and staff changed since 2023?
In the Form ADV data for Elite Portfolios: Regulatory assets under management: $497,372 in the October 2025 data and $322,063 in the October 2026 data, down 35%. Total employees: 1 in October 2023 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 Portfolios serve?
By number of clients on Form ADV Item 5.D: other investment advisers (1).
Does Elite Portfolios 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/327535
What changed in Elite Portfolios' recent Form ADV filings?
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).
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- Other
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 2ASee the firm's brochure (dated June 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$322,063 as of October 2026, filing dated September 9, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Legal name
- Elite Tamp LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $322,063 | 1 | September 9, 2026 |
| October 2025 | $497,372 | 1 | May 30, 2025 |
| October 2024 | Not reported | 1 | May 17, 2024 |
| October 2023 | Not reported | 1 | August 31, 2023 |
Regulatory assets under management: $497,372 in the October 2025 data and $322,063 in the October 2026 data, down 35%.
Total employees: 1 in October 2023 and 1 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- July 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $497,372 to $322,063 (-35%).
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.ISource: 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 Portfolios (CRD 327535): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/elite-portfolios-carmel-by-the-sea-ca-327535