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Chief Investment Officer/portfolio Manager/investment Adviser Representative · Elm Capital Management LLC

Mary F. Stanek

CRD 6040076 · Named on Form ADV at one SEC-registered adviser

At a glance

Elm Capital Management LLC, an SEC-registered wealth manager based in Pittsburgh, PA with $133 million in regulatory assets, lists Mary F. Stanek on its Form ADV as Chief Investment Officer/portfolio Manager/investment Adviser Representative.

Firms and roles

  • Elm Capital Management LLCChief Investment Officer/portfolio Manager/investment Adviser RepresentativeWealth manager · Pittsburgh, PA · $133M in regulatory assets

AtlasMembers

Mary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ronald S. JonesOwner/chairman/general Counsel, Elm Capital Management LLC
  • Sanggi (david) JeonChief Compliance Officer and Executive Vice President, Elm Capital Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.