SourcingSourcing

ELITE RETIREMENT GROUP, INC.

B61
CRD 312178·SEC 801-129944·PLOVER, WI
AUM
$168.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$505K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELITE RETIREMENT GROUP, INC.
CRD
312178
SEC file #
801-129944
EIN
—
DBA names
Elite Retirement Group

Economics

AUM
$168.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$168.4M → $168.4M▬ 0%
Client mix
Individuals Other985
Individuals High Net Worth14

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
PLOVER WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/04/2025
ADV-W filed at
—
Website
facebook.com/eliteretirementgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARCELL, PATRICK, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MARCELL, PATRICK, LEE
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4438834
Trust Company Affiliate
No

People (1)

1
MARCELL, PATRICK, LEE
Direct Owner · 87.5%
4438834