# Keith L. Eliou, CFP

> Keith L. Eliou, CFP is a state-registered investment advisory firm in Pittsburgh, PA, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated November 26, 2024.

- CRD: 301734
- Filed as: KEITH L. ELIOU, CFP
- Legal name: Eliou, Keith L
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: November 26, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301734
- AdvisorCensus page: https://advisorcensus.com/firm/keith-l-eliou-cfp-pittsburgh-pa-301734

## Quick answers

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

**Where is Keith L. Eliou, CFP located?**
Keith L. Eliou, CFP's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Keith L. Eliou, CFP registered with the SEC or a state?**
Keith L. Eliou, CFP is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301734.

**Does Keith L. Eliou, CFP 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/301734

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- 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)
- advocatemortgageservices.com
- keitheliou.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keith L. Eliou, CFP (CRD 301734): Form ADV filing data as of October 2026.