ELM3 FINANCIAL GROUP, LLC
CRD #140594 SEC #801-126278 ALPHARETTA, GA 678-297-9500
SEC Registered
Total AUM
$159.1M
Discretionary
$159M
Employees
5
Clients
25
Accounts
631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $159.1M | $159M | $120.1K | 5 | 0 |
| Apr 2025 | $159.1M | $159M | $120.1K | 5 | 0 |
| Feb 2025 | $159.1M | $159M | $120.1K | 5 | 0 |
| Jan 2025 | $137.1M | $136.2M | $878.3K | 5 | 0 |
| Jul 2024 | $137.1M | $136.2M | $878.3K | 5 | 0 |
| Mar 2024 | $137.1M | $136.2M | $878.3K | 5 | 0 |
| Feb 2024 | $106.8M | $106M | $842.2K | 5 | 0 |
| Dec 2023 | $106.8M | $106M | $842.2K | 7 | 0 |
| Dec 2023 | $106.8M | $106M | $842.2K | 7 | 0 |
| Oct 2023 | $106.8M | $106M | $842.2K | 4 | 0 |
| Aug 2023 | $106.8M | $106M | $842.2K | 3 | 0 |
| Mar 2023 | $106.8M | $106M | $842.2K | 3 | 0 |
| Nov 2022 | $135.4M | $135.2M | $138.9K | 8 | 0 |
| Sep 2022 | $135.4M | $135.2M | $138.9K | 8 | 0 |
| Jun 2022 | $135.4M | $135.2M | $138.9K | 8 | 0 |
DateJul 2025
Total AUM$159.1M
Discretionary$159M
Non-Disc.$120.1K
Employees5
Clients0
DateApr 2025
Total AUM$159.1M
Discretionary$159M
Non-Disc.$120.1K
Employees5
Clients0
DateFeb 2025
Total AUM$159.1M
Discretionary$159M
Non-Disc.$120.1K
Employees5
Clients0
DateJan 2025
Total AUM$137.1M
Discretionary$136.2M
Non-Disc.$878.3K
Employees5
Clients0
DateJul 2024
Total AUM$137.1M
Discretionary$136.2M
Non-Disc.$878.3K
Employees5
Clients0
DateMar 2024
Total AUM$137.1M
Discretionary$136.2M
Non-Disc.$878.3K
Employees5
Clients0
DateFeb 2024
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees5
Clients0
DateDec 2023
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees7
Clients0
DateDec 2023
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees7
Clients0
DateOct 2023
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees4
Clients0
DateAug 2023
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees3
Clients0
DateMar 2023
Total AUM$106.8M
Discretionary$106M
Non-Disc.$842.2K
Employees3
Clients0
DateNov 2022
Total AUM$135.4M
Discretionary$135.2M
Non-Disc.$138.9K
Employees8
Clients0
DateSep 2022
Total AUM$135.4M
Discretionary$135.2M
Non-Disc.$138.9K
Employees8
Clients0
DateJun 2022
Total AUM$135.4M
Discretionary$135.2M
Non-Disc.$138.9K
Employees8
Clients0