Fee-only adviser · Clayton, MO
Elite Investment Advisors, LLC
Elite Investment Advisors, LLC is a fee-only investment adviser registered with the securities regulators of Illinois, Missouri, with its main office in Clayton, Missouri. On its latest Form ADV, filed June 30, 2026, it reports $2.3M in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois, Missouri |
|---|---|
| Firm CRD number | 118389 |
| Office | 889 S. Brentwood Blvd. Clayton, MO 63105 |
| Phone | (314) 983-0036 |
| Website | Not listed |
| Regulatory assets under management | $2.3M |
| Individual clients | 6 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Clayton
- Meramec Financial Planners, LLC $1.1B
- Correct Capital Wealth Management, LLC $889M
- Foundation Wealth Management, LLC $661M
- Dew Wealth Strategies, LLC $95M
- Clarity Financial Planners $132M
- Laminar Wealth LLC $132M
See all 9 fee-only advisers in Clayton →
Nearby
- St. Louis 57 firms
- Ladue 1 firm
- Webster Groves 1 firm
- Kirkwood 1 firm
- Creve Coeur 2 firms
- Sunset Hills 1 firm
- Chesterfield 10 firms
- Ellisville 2 firms
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