Updated:
Elite Financial
Elite Financial is an SEC-registered investment adviser in Lewiston, ID, registered since 2020. The firm manages $274 million in regulatory assets.
Elite Financial
Elite Financial is an SEC-registered investment adviser in Lewiston, ID, registered since 2020. The firm manages $274 million in regulatory assets. It has one employee and one investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lewiston
Corporate office
Lewiston, ID, United States
Sector focus
Frequently asked questions
What investment services does Elite Financial offer?
The firm provides tailored lending, real estate investment structuring, and access to curated hedge fund and private equity strategies. It focuses on custom credit solutions and direct real estate opportunities in the Pacific Northwest rather than mass-market investment products.
How does Elite Financial source its private investment opportunities?
Deal flow originates primarily through regional developer and operator relationships, professional service networks within the Inland Northwest, and long-standing connections to a select group of private fund managers. The firm does not operate a broad public-facing origination platform.
Does Elite Financial manage assets directly or allocate to external managers?
Elite Financial employs a hybrid model: direct management of custom credit and real estate holdings alongside fiduciary selection of external hedge funds and private equity vehicles. The firm acts as both asset manager and gatekeeper for its client base.
What is Elite Financial's geographic focus?
The firm concentrates on the Inland Northwest, particularly Idaho and eastern Washington, with real estate and private credit exposures predominantly tied to Lewiston, Coeur d'Alene, Spokane, and Boise markets.
Who is the typical client of Elite Financial?
The firm serves high-net-worth families, business owners, and trust beneficiaries in the Lewiston region who require private banking services, customized credit facilities, and long-term wealth structuring beyond what a generic wealth management division can provide.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: