Paul Boddie Elam
Investment adviser representative at Cordgrass Capital Advisors, LLC
13 yearsExperience
2 statesRegistered in
$729.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cordgrass Capital Advisors, LLCOct 2021 to now
- Oak Harbor Wealth Partners, LLCOct 2021 to now
- Raymond James & Associates, Inc.Feb 2013 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cordgrass Capital Advisors, LLC
$729.9MAssets managed
448Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4640119
- Firm CRD
- 311528