# ELM3 Financial Group

ELM3 Financial Group is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** https://elm3financial.com
- **LinkedIn:** https://www.linkedin.com/company/elm3-financial-group-llc

## Regulatory record

- **CRD number:** 140594
- **SEC file number:** 801-126278
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140594

## About

ELM3 FINANCIAL GROUP, LLC is an SEC-registered investment adviser in Alpharetta, GA, registered since 2022. The firm manages $189 million in assets, $183 million on a discretionary basis. It has 6 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at ELM3 Financial Group?

No principals or investment decision-makers have been named in public sources. The firm does not appear to maintain a public-facing leadership page or websites that disclose management personnel.

### Where is ELM3 Financial Group located?

The firm has not publicly disclosed its headquarters city, state, or country. Without a verified address or jurisdiction, its geographic footprint is unknown.

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- [Puget Sound Capital Services](https://altss.com/profile/puget-sound-capital-services-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/elm3-financial-group-llc

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