Wealth manager, independent · Southfield, MI
ELE Advisory Services, Inc
SEC-registered investment adviser · CRD 148228 · SEC 801-117442
At a glance
ELE Advisory Services, Inc is an SEC-registered investment adviser based in Southfield, Michigan, with $137 million in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is individuals, and it reports 1,143 individual clients. By Form ADV it is a wealth manager, ranked 7,235th of 8,915 wealth managers and 14,139th of 17,210 SEC-registered advisers by assets.
Main office 248-356-6555elewealth.comAs filed on Form ADV
- Regulatory AUM
- $137M
- Rank among wealth managers
- #7,235 of 8,915
- Rank among all SEC RIAs
- #14,139 of 17,210
- Rank in Michigan
- #266 of 305
- Individual clients
- 1,143
- High-net-worth clients
- 19
- Accounts
- 1,544
- Discretionary
- 0% of AUM
- Employees
- 13
- Advisory staff
- 13
- Offices
- 10
Owners and executives on its Form ADV
- Ellis N. LiddellChief Executive Officer/chief Compliance Officer
- Tammie M. ParranChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
ELE Advisory Services, Inc is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: ELE Wealth Solutions, Inc..
- ELE Wealth Solutions, Inc. ↗CRD 38931
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2025
Its Form ADV brochure (filed March 2026) names ELE Wealth Solutions as the broker-dealer its advisers are registered with.
Representatives of EAS are registered representatives of ELE Wealth Solutions, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,124 | $106M | 78% |
| High-net-worth individuals | 19 | $28M | 20% |
| Corporations or other businesses | 7 | $2M | 1% |
| Charitable organizations | 6 | $1M | <1% |
Disciplinary disclosures
ELE Advisory Services, Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗elewealth.com ↗
AtlasMembers
The full record on ELE Advisory Services, Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 5,158 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does ELE Advisory Services, Inc manage?
ELE Advisory Services, Inc reports $137 million in regulatory assets under management across 1,544 accounts, on its Form ADV filed September 28, 2026.
What kind of firm is ELE Advisory Services, Inc?
ELE Advisory Services, Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are ELE Advisory Services, Inc’s clients?
By assets, its largest client types are individuals ($106 million, 1,124 clients); high-net-worth individuals ($28 million, 19 clients); corporations or other businesses ($2 million, 7 clients).
Does ELE Advisory Services, Inc have any disciplinary history?
ELE Advisory Services, Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is ELE Advisory Services, Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →