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 Portfolios
Asset manager (funds and pooled vehicles)Carmel By The Sea, CaliforniaCRD 327535SEC 801-128578websiteIAPD
Legal name Elite Tamp LLC
Latest filing Sep 9, 2026
First filing on the tape Jul 17, 2023 · 15 filings
SEC status approved since Sep 6, 2023
RAUM
$322,063
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$161,032
derived; firm RAUM over IAPD count
Employees
1
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$322,063 as of Jun 26, 2026
Mar 28, 2025$497,372 then
HNW client RAUM$0 as of Jun 26, 2026
Mar 27, 2024$0 then
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 27, 20240 then
Employees (5.A)1 as of Jun 26, 2026
Mar 27, 20241 then
Private funds: no history
RAUM -35% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- $161,032derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $161,032derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -35%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutionsreportedItem 5.G
- 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
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$322,063100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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 headcount1 left over 36 months
Left, latest
- Justin Balas to Thepartners Wealth ManagementOct 29, 2024 · Other
Joined, latest
- Justin Balas from Svb WealthDec 6, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Allan Gregory Rutherford · Ceocontrolsince 06/2023 · owns less than 5%
- Andrew Jeffrey Smith · Ccocontrolsince 06/2023 · owns less than 5%
- Allan Gregory Rutherford · Managercontrolsince 03/2021 · owns 75% or more of Purple Marlin LLC
Entity owners
- Purple Marlin LLC · Memberdirect · owns 75% or more
- Chad And Sara Hinds 2021 Trust · Direct Ownerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Adaptive Investmentsinvestment advisernRAUM $421M
- Thepartners Wealth Managementinvestment adviseryRAUM $1.2B
Advisers that list Elite Portfolios as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Carmel By The Sea, Ca · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJun 26, 2026 to Sep 9, 2026
- Succession · false to unsetJun 26, 2026 to Sep 9, 2026
- Discretionary RAUM · $497,372 to $322,063Aug 13, 2025 to Mar 25, 2026
- RAUM · $497,372 to $322,063Aug 13, 2025 to Mar 25, 2026
- HQ city · ALPHARETTA to CARMEL BY THE SEAMay 30, 2025 to Aug 13, 2025
- HQ state · GA to CAMay 30, 2025 to Aug 13, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 30, 2025
- Accounts · unset to 2.0Oct 29, 2024 to Mar 28, 2025
- Employees · 0 to 1Oct 29, 2024 to Mar 28, 2025
- Discretionary RAUM · unset to 497372.0Oct 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · unset to 0.0Oct 29, 2024 to Mar 28, 2025
- RAUM · unset to 497372.0Oct 29, 2024 to Mar 28, 2025
- Advisory employees · 1 to 0May 17, 2024 to Oct 29, 2024
- Employees · 1 to 0May 17, 2024 to Oct 29, 2024
- Other offices · 1 to 0May 17, 2024 to Oct 29, 2024
- Other offices · 0 to 1Aug 31, 2023 to Mar 27, 2024
- Individual clients · 1 to 0Aug 22, 2023 to Aug 28, 2023
- HQ city · MONTEREY to ALPHARETTAJul 17, 2023 to Jul 25, 2023
- HQ state · CA to GAJul 17, 2023 to Jul 25, 2023
Signals
3 dated events
- Justin Balas left Elite Portfolios for Thepartners Wealth Management (registered 2024-03-18)Oct 29, 2024 · Advisor changed firm · fact
- Justin Balas (Cio) no longer on Schedule A of Elite Portfolios (listed 2024-05-17, absent 2024-10-29)Oct 29, 2024 · Control person left · inference
- Elite Portfolios filed its initial SEC registration (Form ADV)Jul 17, 2023 · 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
- Website
- elitetamp.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 402-670-7704reportedpublic record, Form ADV, Sep 9, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $161,032derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026