RIA Intel›Advisers›Vermont›ELEY FINANCIAL MANAGEMENT, INC.

ELEY FINANCIAL MANAGEMENT, INC.

Advisory

N·SOUTH BURLINGTON, VT

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

Total AUM
$410M
1-Year AUM Growth
+14.4%
3-Year CAGR
+5.0%
Employees
4
Assets Under Management
Total AUM$410M
Discretionary AUM$410M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients471
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingJan 31, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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