# Elm Capital Management LLC

> Elm Capital Management LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 294012
- Filed as: ELM CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294012
- AdvisorCensus page: https://advisorcensus.com/firm/elm-capital-management-llc-pittsburgh-pa-294012

## Quick answers

**How is Elm Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elm Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Elm Capital Management LLC located?**
Elm Capital Management LLC's principal office is in Pittsburgh, PA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Elm Capital Management LLC registered with the SEC or a state?**
Elm Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 294012.

**How much does Elm Capital Management LLC manage?**
Elm Capital Management LLC reports $133,387,217 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (0% discretionary).

**What types of clients does Elm Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (536); high net worth individuals (28).

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

**Does Elm Capital Management LLC 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/294012

**What changed in Elm Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $133,387,217
- Discretionary: $0
- Non-discretionary: $133,387,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 536 | $62,176,428 |
| High net worth individuals | 28 | $71,210,789 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, PA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Star City, WV

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

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elm Capital Management LLC (CRD 294012): Form ADV filing data as of October 2026.