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| ELEY Financial Management Inc
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|---|---|
| CRD # | 105057 |
| SEC # | 801-34761 |
| CIK # | 0001965267 |
| AUM | 409.6 M (2026-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-863-4463 |
| Address | 99 Swift Street South Burlington, VT 05403-7360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Cummins Inc | 7.9 | ||
| Nvidia Corp | 7.4 | ||
| Alphabet Inc | 6.5 | ||
| Microsoft Corp | 6.0 | ||
| Broadcom Inc | 5.7 | ||
| Amazon Com Inc | 5.6 | ||
| Johnson & Johnson | 5.5 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| Lowes Companies Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 101.2 |
| (b) Individuals (high net worth individuals) | 95 | 290.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.3 |
| (h) Charitable organizations | 10 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,166 | 409.6 |
| By Discretionary | ||
| Discretionary | 1,166 | 409.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,166 | 409.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 409.3 | |
| Total | 1,166 | 409.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965267] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
Palouse Capital Management Inc
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|
Advisory Solutions Group LLC
✚
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