RIA IntelAdvisersIllinoisBLACK ELM ADVISERS, LLC

BLACK ELM ADVISERS, LLC

Advisory

IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,440
of 1,719 advisers by AUM
Average account
$96K
across 195 accounts
AUM per adviser
$6M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$19M
Discretionary %
90.9%
Clients
120
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$17M
Non-Discretionary AUM$2M
Discretionary %90.9%
Total Clients120
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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HERITAGE DRIVE WEALTH MANAGEMENT LLC
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$19M

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