ELM3 FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$189,038,143
Discretionary
$183,011,102
Non-discretionary
$6,027,041
Firm details
- CRD number
- 140594
- SEC file number
- 801-126278
- Main office
- ALPHARETTA, GA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.