RIA Intel›Advisers›Washington›ELDERROCK FINANCIAL LLC

ELDERROCK FINANCIAL LLC

Advisory

EVERETT, WA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$465K

across 70 accounts

AUM per adviser

$33M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$33M

Discretionary %

91.4%

Clients

70

Employees

1

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$33M

Discretionary AUM$30M

Non-Discretionary AUM$3M

Discretionary %91.4%

Total Clients70

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

70 clients

12 high-net-worth

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

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Advisers of similar size in WA

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

ROTELLA CAPITAL MANAGEMENT, INC.

BELLEVUE, WA

$32M

-28.9% 1Y

DELPHI ADVISERS, LLC

VANCOUVER, WA

$33M

NR SMITH & ASSOCIATES, P.S.

OLYMPIA, WA

$33M

+13.1% 1Y

LIN & COMPANY, LLC

$31M

ERA CAPITAL MANAGEMENT LLC

$34M

MERIDAN CAPITAL, LLC

$31M

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