# 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.

- CRD: 327535
- Filed as: ELITE PORTFOLIOS
- Legal name: Elite Tamp LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel by the Sea, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327535
- AdvisorCensus page: https://advisorcensus.com/firm/elite-portfolios-carmel-by-the-sea-ca-327535

## Quick answers

**How is Elite Portfolios compensated?**
On its Form ADV (Item 5.E, October 2026), Elite Portfolios reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $322,063
- Discretionary: $322,063
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $322,063 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | August 31, 2023 |
| October 2024 | Not reported | 1 | May 17, 2024 |
| October 2025 | $497,372 | 1 | May 30, 2025 |
| October 2026 | $322,063 | 1 | September 9, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elite Portfolios (CRD 327535): Form ADV filing data as of October 2026.