AMERICAN ELITE ADVISORY

AMERICAN ELITE ADVISORY is an SEC-registered investment adviser (CRD 212513). Regulatory assets under management: $20.1M.

Registration

• CRD: 212513
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 212513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search