# ELBERT FINANCIAL CONSULTING, INC.

ELBERT FINANCIAL CONSULTING, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 117847
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117847

## About

Elbert Financial Consulting, Inc. is a state-registered investment adviser. The firm has 4 employees and 2 investment advisers. It operates with a small team.

## Questions

### How does Elbert Financial Consulting source investment ideas?

The firm uses a traditional model, relying on research from public securities filings, third-party managers, and internal analysis for investment decisions. Specific sourcing methods are not detailed in public filings. The firm does not disclose proprietary deal flow networks or venture-style sourcing (per SEC disclosure rules).

### What investment stages does Elbert Financial Consulting typically target?

The firm focuses on public market securities across all market capitalizations, as well as private placements that are often later-stage or mature investments. Early-stage venture capital does not appear to be a primary focus based on its ADV disclosures. Client portfolios are built for long-term growth and income rather than speculative stages (per the firm's stated investment strategies in SEC filings).

## Related profiles

- [Norman Kramer Investments](https://altss.com/profile/norman-kramer-investments-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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