# AMERICAN ELITE ADVISORY

AMERICAN ELITE ADVISORY is an SEC-registered investment adviser.

## Registration

- CRD: 212513
- Type: SEC-registered investment adviser
- Phone: 972-437-8960
- Latest filing: 2026-03-02
- Regulatory AUM: $20.1M
- Discretionary AUM: $20.1M
- Clients: 6
- Accounts: 183

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/212513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/212513/similar
- Related entities: https://search.stillhousedata.com/firm/212513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/212513

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.