Elite Financial, Inc.
Elite Financial, Inc. is an SEC Registered Investment Adviser based in Lewiston, Idaho. The firm was registered as an investment advisor in Idaho and Washington in April 2011 and focuses on fiduciary investment advisory services. Elite Financial, Inc. serves individual and institutional clients by providing personalized financial advice and planning. The firm leverages experienced principals and engages third-party compliance and operations support through RIA Systems, LLC. The team is led by Ryan L. Skinner, with additional support staff serving a broad range of financial needs.
Investment Strategy
Elite Financial, Inc. operates as a fiduciary, focusing on serving clients’ best interests through personalized investment management and financial planning. The firm emphasizes transparency, education, and customized strategies based on individual risk tolerance and financial objectives. Elite Financial partners with compliance and operations experts to enhance efficiency and adherence to regulatory standards, offering tailored advisory solutions crafted for each client’s financial goals.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD RUSSELL 1000 GROWTH | 11.09% | $22.5M | 198,911 | $102.43 | $109.20 | +$4.2M |
S SCHD | SCHWAB US DIVIDEND EQUITY | 9.57% | $19.4M | 730,748 | $27.32 | $26.50 | -$1.0M |
V VTV | VANGUARD VALUE | 9.03% | $18.3M | 103,564 | $169.56 | $176.74 | +$1.1M |
I IWN | ISHARES RUSSELL 2000 VALUE | 7.55% | $15.3M | 95,946 | $150.98 | $157.76 | +$252.0K |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH | 6.61% | $13.4M | 446,208 | $27.25 | $29.21 | +$2.3M |