Ele Advisory Services, Inc
- Regulatory AUM
- $137M
- Discretionary
- $0
- Clients
- 1,156
- Avg AUM / client
- $118K
- Accounts
- 1,544
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,124 | $106M | 77.8% |
| High net worth individuals | 19 | $27.6M | 20.2% |
| Charitable organizations | 6 | $887K | 0.65% |
| Corporations and other businesses | 7 | $1.9M | 1.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ellis Nurogar Liddell | Chief Executive Officer/Chief Compliance Officer | Dec 2010 (16y) | 75% or more | |
| Tammie Moore Parran | Chief Financial Officer | Apr 2011 (15y) | Less than 5% | |
| Bradley Kirk Maples | Registered representative | CFP | Nov 2016 (10y) | |
| Sharon Elaine Sykes | Registered representative | CFP | Feb 2020 (6y) | |
| Craig Arnold Sorenson | Registered representative | Feb 2020 (6y) | ||
| Steven Kim Mitchell | Registered representative | Feb 2020 (6y) | ||
| Bardette Hicks | Registered representative | Jan 2021 (6y) | ||
| Marcelle Gordon | Registered representative | Jan 2021 (6y) | ||
| Ellis Nurogar Liddell | Registered representative | Aug 2021 (5y) | ||
| Allan Roger Leffler | Registered representative | Apr 2022 (4y) | ||
| Kelly Kay Larson | Registered representative | Nov 2023 (3y) | ||
| Stephan Benjamin Dickens Greenaway | Registered representative | Mar 2024 (2y) | ||
| Jessica Louise Smith | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $96.7M (71% of AUM) Jul 2026
- Howard Capital Management $21.1M (20% of AUM) May 2022
- Ftj Fund Choice $5.0M (5% of AUM) May 2022
- Cls Investments $3.6M (3% of AUM) Feb 2020
- Nationwide Bank $2.6M (2% of AUM) May 2022
- Equity Trust Company $200K (0% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗