# Elliker Financial

> Elliker Financial is a state-registered investment advisory firm in Morgantown, PA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 335437
- Filed as: ELLIKER FINANCIAL
- Legal name: Elliker Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Morgantown, PA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335437
- AdvisorCensus page: https://advisorcensus.com/firm/elliker-financial-morgantown-pa-335437

## Quick answers

**How is Elliker Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Elliker Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elliker Financial located?**
Elliker Financial's principal office is in Morgantown, PA, according to its Form ADV.

**Is Elliker Financial registered with the SEC or a state?**
Elliker Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335437.

**How much does Elliker Financial manage?**
Elliker Financial reports $30,494,708 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Elliker Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (14); charitable organizations (1).

**Does Elliker Financial 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/335437

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,494,708
- Discretionary: $30,494,708
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,257,544 |
| High net worth individuals | 14 | $19,981,877 |
| Charitable organizations | 1 | $255,287 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ellikerfinancial.com
- Facebook @EllikerFinancial
- Facebook @steve.elliker.5
- LinkedIn @elliker-financial
- LinkedIn @steve-elliker

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elliker Financial (CRD 335437): Form ADV filing data as of October 2026.