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GREAT ELM CAPITAL MANAGEMENT, LLC

PALM BEACH GARDENS, FL · CRD 284304 · IAPD ↗ · greatelmcc.com · 561-214-7901

$346.1MRegulatory AUM
6Advisory reps
21Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
April 2026 — GREAT ELM CAPITAL MANAGEMENT, LLC changed its website from greatelmgroup.com to greatelmcc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
September 2024 — GREAT ELM CAPITAL MANAGEMENT, LLC filed an Item 4A succession naming GREAT ELM CAPITAL MANAGEMENT, INC. (CRD 284304) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
43
September 2024 — GREAT ELM CAPITAL MANAGEMENT, INC. is now doing business as GREAT ELM CAPITAL MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
13
April 2024 — GREAT ELM CAPITAL MANAGEMENT, INC. changed its website from greatelmcc.com to greatelmgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2024 — GREAT ELM CAPITAL MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — GREAT ELM CAPITAL MANAGEMENT, INC. shrank from 16 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — GREAT ELM CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.