Investment adviser · CRD 285429
ELITE INCOME ADVISORS, INC.
Investment adviser filing (IA)
ELLICOTT CITY, MD, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $213M Form ADV · Item 5.F
- Client accounts
- 657 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 190 | $127,748,678 | 59.9% |
| Individuals | 467 | $85,610,771 | 40.1% |
| Charities | Fewer than 5 | $23,910 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2082795 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Hourly · Fixed
Principal office
6011 UNIVERSITY BOULEVARD, SUITE # 350ELLICOTT CITY, MD, 21043, United States
CRD 285429
Filing source
Form ADV 2082795 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.