RIA IntelAdvisersPennsylvaniaELLE INVESTMENT GROUP LLC

ELLE INVESTMENT GROUP LLC

Advisory

GREENSBURG, PA

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

Rank in PA
#1,295
of 1,528 advisers by AUM
Average account
$149K
across 100 accounts
AUM per adviser
$15M
1 advisers

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

Total AUM
$15M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$400K
Discretionary %97.3%
Total Clients80
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

SWEETGUM LABORATORIES LLC
$15M
PAUL-ELLIS INVESTMENT ASSOCIATES
PHILADELPHIA, PA
$15M
-50.0% 1Y
BLACK OAK WEALTH MANAGEMENT, LLC
$15M
ROCHE ASSET MANAGEMENT, LLC
ALLENTOWN, PA
$15M
DUCHARME WEALTH ADVISORS, LLC
JENKINTOWN, PA
$15M
SUSTAINABLE FINANCIAL PLANNING LLC
$15M

Get the full picture on ELLE INVESTMENT GROUP LLC

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

Create a free account →See plans