RIA Intel›Advisers›Maryland›ELBRUS PARTNERS, LLC

ELBRUS PARTNERS, LLC

Advisory

Data as of Aug 3, 2026 · Source: SEC Form ADV

Average account

$261K

across 43 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

22 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

POTOMAC INVESTMENT MANAGEMENT, INC.

$11M

FORESIGHT FINANCIAL SERVICES, LLC

LAUREL, MD

$11M

EQUATORIAL ADVISORS, LLC

$12M

JWC CAPITAL MANAGEMENT, LLC

ANNAPOLIS, MD

$12M

GOLDSBOROUGH CAPITAL MANAGEMENT, LLC

GAITHERSBURG, MD

$11M

DAUNTLESS ADVISORY, LLC

$12M

Get the full picture on ELBRUS PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ELBRUS PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans