# ELK Ridge Financial Services

> ELK Ridge Financial Services is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 309131
- Filed as: ELK RIDGE FINANCIAL SERVICES
- Legal name: ELK Ridge Financial Services, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nebraska
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309131
- AdvisorCensus page: https://advisorcensus.com/firm/elk-ridge-financial-services-309131

## Quick answers

**How is ELK Ridge Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), ELK Ridge Financial Services reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is ELK Ridge Financial Services registered with the SEC or a state?**
ELK Ridge Financial Services is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309131.

**How much does ELK Ridge Financial Services manage?**
ELK Ridge Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated March 3, 2026.

**Does ELK Ridge Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309131

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- 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 | 0 | $0 |
| 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
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ELK Ridge Financial Services (CRD 309131): Form ADV filing data as of October 2026.