Eley Financial Management, Inc.
● SEC registered since 1989CRD 105057SEC# 801-34761South Burlington, VT
Reg. AUM
$409.6M
Employees
5
Accounts
1,166
Location
South Burlington, VT
Eley Financial Management, Inc. assets under management
Eley Financial Management, Inc. is an investment advisory firm registered with the SEC based in South Burlington, VT. The firm has been registered since 1989. It reports $409.6 million in regulatory assets under management and employs 5 people.
Eley Financial Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew David Murphy | Chief Compliance Officer | Under 5% | 2011 |
| Joseph Matthew Diebold Control | President, Portfolio Manager, Investment Committee Member | 50-75% | 2001 |
| Matthew Ames Malaney Control | Secretary, Portfolio Manager And Investment Committee Member | 50-75% | 2007 |
Frequently asked questions
How much does Eley Financial Management, Inc. manage?
Eley Financial Management, Inc. reports $409.6 million in regulatory assets under management on its Form ADV.
How many employees does Eley Financial Management, Inc. have?
Eley Financial Management, Inc. reports 5 employees.
Where is Eley Financial Management, Inc. located?
Eley Financial Management, Inc. is based in South Burlington, VT and has been SEC-registered since 1989.
Does Eley Financial Management, Inc. disclose fund performance?
Eley Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 99 Swift Street, Suite 305, South Burlington, VT 05403-7360 |
| Phone | 802-863-4463 |
| Fax | 802-864-0949 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$409.6Mregulatory AUM
Discretionary $409.6M