Financial Elements, Inc
● SEC registered since 2025CRD 148557SEC# 801-132180Rolling Meadows, IL
Reg. AUM
$192.6M
Employees
2
Accounts
417
Location
Rolling Meadows, IL
Financial Elements, Inc assets under management
Financial Elements, Inc is an investment advisory firm registered with the SEC based in Rolling Meadows, IL. The firm has been registered since 2025. It reports $192.6 million in regulatory assets under management and employs 2 people.
Financial Elements, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenda Knox Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Financial Elements, Inc manage?
Financial Elements, Inc reports $192.6 million in regulatory assets under management on its Form ADV.
How many employees does Financial Elements, Inc have?
Financial Elements, Inc reports 2 employees.
Where is Financial Elements, Inc located?
Financial Elements, Inc is based in Rolling Meadows, IL and has been SEC-registered since 2025.
Does Financial Elements, Inc disclose fund performance?
Financial Elements, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1861 Hicks Road Suite D, Rolling Meadows, IL 60008 |
| Phone | 847-496-4179 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.6M▲ 89%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$192.6Mregulatory AUM
Discretionary $192.6M