# Elite Financial

Elite Financial is a Bank / Wealth / Trust based in Lewiston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lewiston, United States
- **Region:** North America
- **Address:** Lewiston, ID, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://efgconnect.com
- **LinkedIn:** https://www.linkedin.com/company/elite-financial-group-corp

## Regulatory record

- **CRD number:** 286667
- **SEC file number:** 801-119574
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286667

## About

Elite Financial Group helps families achieve lasting financial freedom through personalized planning. They offer retirement planning, life insurance, health insurance, bookkeeping, and trusts, and provide a full-service experience so clients can manage their needs in one place. They assist Florida public employees with pension choices and DROP, simplify federal pension and TSP decisions, and also offer health insurance and Medicare guidance, revocable trusts, and employee wellness plans.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## 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.

## Related profiles

- [Eliot Rose Wealth Management](https://altss.com/profile/eliot-rose-wealth-management)
- [Elite Retirement Group](https://altss.com/profile/elite-retirement-group)

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Last updated: 2026-08-11T15:06:42.396Z

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