DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Elite Financial, Inc.
Latest filing Apr 21, 2026
First filing on the tape Sep 2, 2020 · 13 filings
SEC status approved since Sep 30, 2020
RAUM
$274M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$274M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$274M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$274M as of Apr 21, 2026
Mar 10, 2021$126M then
HNW client RAUM$161M as of Apr 21, 2026
Mar 10, 2021$42.0M then
State-registered IARs (5.B.3)1 as of Apr 21, 2026
Mar 10, 20211 then
Employees (5.A)1 as of Apr 21, 2026
Mar 10, 20211 then
Private funds: no history
RAUM +14% over the last fiscal year+21% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Apr 21, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $274MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 439derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $238,669derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.0%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $72.9M, 131 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$161M59%
- Individuals$113M41%
- Individual clients
- 365reported
- HNW clients
- 74reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,149reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $72.9M for 131 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Lee Skinner | Lewiston, Id | Apr 21, 2017 | 24 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryan Lee Skinner from LPL Financial LLCApr 21, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Ryan Skinner · Cco And Ownercontrolsince 01/2009 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,097 to 1,149Apr 21, 2025 to Feb 10, 2026
- HNW clients · 63 to 74Apr 21, 2025 to Feb 10, 2026
- Individual clients · 359 to 365Apr 21, 2025 to Feb 10, 2026
- Assets in custody · $65.6M to $72.9MApr 21, 2025 to Feb 10, 2026
- Discretionary RAUM · $240M to $274MApr 21, 2025 to Feb 10, 2026
- HNW RAUM · $134M to $161MApr 21, 2025 to Feb 10, 2026
- Individual RAUM · $106M to $113MApr 21, 2025 to Feb 10, 2026
- RAUM · $240M to $274MApr 21, 2025 to Feb 10, 2026
- Financial planning clients · 1-10 to 1-10Feb 25, 2025 to Apr 21, 2025
- Accounts · 811 to 1,097Feb 14, 2024 to Feb 25, 2025
- HNW clients · 41 to 63Feb 14, 2024 to Feb 25, 2025
- Individual clients · 293 to 359Feb 14, 2024 to Feb 25, 2025
- Assets in custody · $66.8M to $65.6MFeb 14, 2024 to Feb 25, 2025
- Discretionary RAUM · $171M to $240MFeb 14, 2024 to Feb 25, 2025
- HNW RAUM · $96.6M to $134MFeb 14, 2024 to Feb 25, 2025
- Individual RAUM · $74.6M to $106MFeb 14, 2024 to Feb 25, 2025
- RAUM · $171M to $240MFeb 14, 2024 to Feb 25, 2025
- Accounts · 987 to 811Mar 6, 2023 to Feb 14, 2024
- HNW clients · 31 to 41Mar 6, 2023 to Feb 14, 2024
- Individual clients · 374 to 293Mar 6, 2023 to Feb 14, 2024
- Assets in custody · $102M to $66.8MMar 6, 2023 to Feb 14, 2024
- Discretionary RAUM · $156M to $171MMar 6, 2023 to Feb 14, 2024
- HNW RAUM · $64.0M to $96.6MMar 6, 2023 to Feb 14, 2024
- Individual RAUM · $92.3M to $74.6MMar 6, 2023 to Feb 14, 2024
- RAUM · $156M to $171MMar 6, 2023 to Feb 14, 2024
- Accounts · 711 to 987Oct 25, 2022 to Mar 6, 2023
- HNW clients · 32 to 31Oct 25, 2022 to Mar 6, 2023
- Individual clients · 286 to 374Oct 25, 2022 to Mar 6, 2023
- Assets in custody · $89.1M to $102MOct 25, 2022 to Mar 6, 2023
- Discretionary RAUM · $154M to $156MOct 25, 2022 to Mar 6, 2023
- HNW RAUM · $61.6M to $64.0MOct 25, 2022 to Mar 6, 2023
- Individual RAUM · $92.5M to $92.3MOct 25, 2022 to Mar 6, 2023
- RAUM · $154M to $156MOct 25, 2022 to Mar 6, 2023
- Accounts · 879 to 711Mar 10, 2021 to Mar 7, 2022
- HNW clients · 25 to 32Mar 10, 2021 to Mar 7, 2022
- Individual clients · 343 to 286Mar 10, 2021 to Mar 7, 2022
- Assets in custody · $47.1M to $89.1MMar 10, 2021 to Mar 7, 2022
- Discretionary RAUM · $126M to $154MMar 10, 2021 to Mar 7, 2022
- HNW RAUM · $42.0M to $61.6MMar 10, 2021 to Mar 7, 2022
- Individual RAUM · $84.2M to $92.5MMar 10, 2021 to Mar 7, 2022
Signals
1 dated events
- Elite Financial, Inc. filed its initial SEC registration (Form ADV)Sep 2, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@elitefinancialinc.netreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 208-746-2007reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- ELITEFINANCIALINC.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-746-2007reportedpublic record, Form ADV, Apr 21, 2026
- Contact form
- elitefinancialinc.net/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $274Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026