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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ELITE INVESTMENT TEAM LLC

CRD 296922

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:832299ce-0c01-2f04-2753-a54b8e1e33b7

Data as of Aug 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Jun 1, 2018 to Aug 17, 2020
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $27.8MItem 5.F on the latest filing (2020-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $27.8M
Private client RAUM: $24.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24
Advisory employees: 24
Offices: 19Schedule D 1.F, beyond the principal office
Accounts: 136
Individual clients: 108
High net worth clients: 15
SEC number: 801-113531
CRD: 296922
Filings on the tape: 34
First filed: Jun 1, 2018
Latest filed: Aug 17, 2020
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Anderson, Anton, James	MANAGING MEMBER/CCO	E	yes	03/2018	Jun 1, 2018	Aug 17, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ELITE ASSURANCE TEAM LLC	n/a	n/a	n/a	N	yes	n/a
ELITE RESOURCE TEAM LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Phoenix	Az	United States	2	no
Brooksville	FL	United States	1	no
FORT MYERS	FL	United States	1	no
ARLINGTON HEIGHTS	IL	United States	1	no
ST. CHARLES	IL	United States	1	no
Evansville	In	United States	1	no
Edmond	Ok	United States	1	no
Pittsburg	Pa	United States	1	no
Pittsburg	Pa	United States	1	no
Reston	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 31, 2020	$11.3M	$11.3M	24	24	20	n/a	n/a
2018	Mar 15, 2019	$126,500	$126,500	12	12	12	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$27.8M	$126,500	21853.4%	n/a	n/a	24	12	19	12

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ONYX BRIDGE WEALTH GROUP LLC	4	Jan 6, 2021	Jan 1, 2025	SAN DIEGO, CA	Firm absorbed	RIA to RIA	66.7%
HERITAGE WEALTH MANAGEMENT, LLC	2	Dec 31, 2020	Mar 26, 2020	SAN DIEGO, CA	Team lift out	RIA to RIA	14.3%

Relationships

Controls (1)

← Anderson, Anton, JamesOwnerMANAGING MEMBER/CCO, ownership code E, individual
Jun 1, 2018 to presentfactForm ADV

Moved with (2)

→ ONYX BRIDGE WEALTH GROUP LLCRegistered adviser4 advisors, firm absorbed
Jan 6, 2021 to Jan 1, 2025factForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2020 to Mar 26, 2020factForm ADV

Registered with (17)

← JACOB R LINCOLNAdvisorregistration: previous registration
Aug 26, 2020 to Jan 8, 2021factForm ADV
← DAVID NATHAN ROBERT MORGANAdvisorregistration: previous registration
Jul 1, 2020 to Jan 8, 2021factForm ADV
← WILLIAM HARTWELL COXAdvisorregistration: previous registration
Apr 23, 2019 to Jan 6, 2021factForm ADV
← RAYMOND PATRICK OCONNELLAdvisorregistration: previous registration
Apr 14, 2020 to Jan 6, 2021factForm ADV
← STEPHANIE ANN POCHEAdvisorregistration: previous registration
Apr 2, 2019 to Jan 6, 2021factForm ADV
← Anton James AndersonAdvisorregistration: previous registration
Sep 11, 2018 to Jan 6, 2021factForm ADV
← ROBERT HUBBARD TROWBRIDGEAdvisorregistration: previous registration
Nov 13, 2018 to Jan 4, 2021factForm ADV
← SEAN COLLIN RHODESAdvisorregistration: previous registration
Sep 12, 2019 to Dec 31, 2020factForm ADV
← BRIAN CHARLES DOUGHERTYAdvisorregistration: previous registration
Nov 26, 2019 to Dec 31, 2020factForm ADV
← DARRYL JOSEPH CHOUINARDAdvisorregistration: previous registration
Nov 1, 2018 to Dec 31, 2020factForm ADV
← NICKLOS KARL NASEMANAdvisorregistration: previous registration
Oct 24, 2018 to Dec 31, 2020factForm ADV
← KURT JAMES OBERMILLERAdvisorregistration: previous registration
Nov 1, 2018 to Dec 31, 2020factForm ADV
← RYAN KENNEDY FONCANNONAdvisorregistration: previous registration
Dec 13, 2018 to Dec 31, 2020factForm ADV
← PAMELA MARIE DESJARDINSAdvisorregistration: previous registration
Mar 26, 2019 to Dec 31, 2020factForm ADV
← BOBBY D HINKLEAdvisorregistration: previous registration
Oct 31, 2018 to Oct 23, 2020factForm ADV
← MICHAEL JOHN SLOANAdvisorregistration: previous registration
Oct 15, 2019 to Jun 1, 2020factForm ADV
← DANIEL OWEN KAIBELAdvisorregistration: previous registration
Oct 9, 2018 to Jan 22, 2020factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2018
First Form ADV filing
Elite Investment Team, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 31, 2020
Elite Investment Team Llc reported 20 offices beyond its principal office, up from 14 (2020-02-06 to 2020-03-31)
Occurred
Mar 15, 2019
Elite Investment Team Llc reported 12 state-registered advisory representatives, up from 1 (2018-12-12 to 2019-03-15)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:832299ce-0c01-2f04-2753-a54b8e1e33b7
First observed: Jun 1, 2018
Last observed: Aug 17, 2020 74 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELITE INVESTMENT TEAM LLC

CRD 296922

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:832299ce-0c01-2f04-2753-a54b8e1e33b7

Data as of Aug 17, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Anderson, Anton, James

MANAGING MEMBER/CCO

yes

03/2018

Jun 1, 2018

Aug 17, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ELITE ASSURANCE TEAM LLC

n/a

yes

n/a

ELITE RESOURCE TEAM LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Phoenix

United States

Brooksville

United States

FORT MYERS

United States

ARLINGTON HEIGHTS

United States

ST. CHARLES

United States

Evansville

United States

Edmond

United States

Pittsburg

United States

Pittsburg

United States

Reston

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 31, 2020

$11.3M

n/a

2018

Mar 15, 2019

$126,500

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$27.8M

$126,500

21853.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ONYX BRIDGE WEALTH GROUP LLC

Jan 6, 2021

Jan 1, 2025

SAN DIEGO, CA

Firm absorbed

RIA to RIA

66.7%

HERITAGE WEALTH MANAGEMENT, LLC

Dec 31, 2020

Mar 26, 2020

SAN DIEGO, CA

Team lift out

RIA to RIA

14.3%