SourcingSourcing

ELE ADVISORY SERVICES, INC

B52
CRD 148228·SEC 801-117442·SOUTHFIELD, MI
AUM
$136.5M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$410K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELE ADVISORY SERVICES, INC
CRD
148228
SEC file #
801-117442
EIN
—
DBA names
—

Economics

AUM
$136.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$115.3M → $136.5M▲ +18%
Client mix
Individuals Other1,124
Individuals High Net Worth19
Corporations7
Charitable Organizations6

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'21'26
8 advisors → 13 advisors▲ +63%
Primary office
SOUTHFIELD MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
elewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIDDELL, ELLIS, NUROGAR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LIDDELL, ELLIS, NUROGAR
PARRAN, TAMMIE, MOORE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ELEWEALTH.COM
Rdap Domain Creation Date
2010-03-25T12:23:51Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
14,363
Form 5500 Compensation Trajectory 3y
202514,363
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
14,363
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab8
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-03-25T12:23:51Z
Rdap Domain Last Changed
2023-03-13T19:34:59Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1035964
Trust Company Affiliate
No

People (15)

15
LIDDELL, ELLIS, NUROGAR
IAR · Direct Owner · 87.5%
1035964
PARRAN, TAMMIE, MOORE
IAR · Executive Officer · 2.5%
4466243
Bardette Hicks
IAR
7039414
Stephan Benjamin Dickens-Greenaway
IAR
7879154
Ellis Nurogar Liddell
IAR
7417684
William Byron Glaspie
IAR
4482319
ALLAN ROGER LEFFLER
IAR
1136524
Steven Kim Mitchell
IAR
4667673
SHARON ELAINE SYKES
IAR
1334948
Kelly Kay Larson
IAR
7799322
Craig Arnold Sorenson
IAR
1132166
BRADLEY KIRK MAPLES
IAR
2395705
JOSEPH RAY EVANS
IAR
2358241
MARCELLE GORDON
IAR
4514544
JESSICA LOUISE SMITH
IAR
4947099