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ELITE INCOME ADVISORS, INC.

ELLICOTT CITY, MD · CRD 285429 · IAPD ↗ · 443-274-3002

$213.4MRegulatory AUM
6Advisory reps
7Employees
4Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ELITE INCOME ADVISORS, INC. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2026 — ELITE INCOME ADVISORS, INC. reported RAUM up 42% ($150.1M -> $213.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — ELITE INCOME ADVISORS, INC. (ELLICOTT CITY, MD) is newly SEC-registered with $150.1M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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