RIA Intel›Advisers›Michigan›ELE ADVISORY SERVICES, INC

ELE ADVISORY SERVICES, INC

Advisory

N·SOUTHFIELD, MI

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$137M

1-Year AUM Growth

+7.2%

3-Year CAGR

-6.6%

Employees

12

Assets Under Management

Total AUM$137M

Discretionary AUM$0

Non-Discretionary AUM$137M

Discretionary %0%

Total Clients1,156

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)+10.0%

Filing History

Total Filings on Record39

First FilingSep 5, 2019

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ELE ADVISORY SERVICES, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.