Data / Investment advisers / Pennsylvania / Elm Capital Management LLC
Elm Capital Management LLC, Pittsburgh, PA: $133 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Elm Capital Management LLC is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $133 million in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 294012
- SEC file number
- 801-135670
- SEC status
- Approved, effective March 27, 2026
- Main office
- 309 Smithfield Street 6th Floor, Pittsburgh, PA 15222
- Phone
- (412) 456-4700
- Website
- elderlawmanagement.com
- Regulatory AUM
- $133,387,217 in the Form ADV filed February 24, 2026
- Non discretionary AUM
- $133,387,217
- Accounts
- 564
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $71.2 million |
| Individuals (other than high net worth individuals) | 536 | $62.2 million |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kapusta Financial Group | Pittsburgh | $199.6 million | Not listed | adviserinfo.sec.gov |
| Oak Tree Investment Advisors | Pittsburgh | $192.2 million | Not listed | adviserinfo.sec.gov |
| Marathon Strategic Advisors, LLC | Pittsburgh | $182.7 million | Not listed | adviserinfo.sec.gov |
| Atmos Advisory, LLC | Pittsburgh | $180.9 million | Not listed | adviserinfo.sec.gov |
| Agility Equity Partners | Pittsburgh | $173.1 million | 11 | adviserinfo.sec.gov |
| Oxford Real Estate Advisors Inc | Pittsburgh | $116.9 million | 1 | adviserinfo.sec.gov |
| Healthview Asset Management, Inc. | Pittsburgh | $104.4 million | Not listed | adviserinfo.sec.gov |
| Moralis Technologies, LLC | Pittsburgh | $103 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Elm Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.