Elm Capital Management LLC

Elm Capital Management LLC (CRD# 294012) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $108,777,691 in 326 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
309 Smithfield Street, 6th Floor, Pittsburgh, PA 15222
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $333,674
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA, WV

Financial Advisors at Elm Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph Beck, financial advisor Pittsburgh PA
Joseph M. Beck
CRD#: 4590867
309 Smithfield Street, 6th Floor, Pittsburgh, PA 15222

Joseph Beck (CRD# 4590867) is an Investment Advisor Representative working at Elm Capital Management LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.

2
Kenneth Summit, financial advisor Pittsburgh PA
Kenneth E. Summit
CRD#: 6435238
309 Smithfield Street, 6th Floor, Pittsburgh, PA 15222

Kenneth Summit (CRD# 6435238) is an Investment Advisor Representative working at Elm Capital Management LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.

3
George Sweeney, financial advisor Star City WV
George S. Sweeney
CRD#: 1071075
3467 University Avenue, 2nd Floor, Star City, WV 26505

George Sweeney (CRD# 1071075) is an Investment Advisor Representative working at Elm Capital Management LLC in Star City, WV and has over 38 years of experience in the finance industry.

4
Sanggi (david) Jeon, financial advisor Pittsburgh PA
Sanggi (david) Jeon
CRD#: 7152284
309 Smithfield Street, 6th Floor, Pittsburgh, PA 15222

Sanggi (david) Jeon (CRD# 7152284) is an Investment Advisor Representative working at Elm Capital Management LLC in Pittsburgh, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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