Kenneth Ells Summit
Investment adviser representative at Elm Capital Management LLC
11 yearsExperience
3 statesRegistered in
$133.4MFirm assets
Under 1 yearFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Elm Capital Management LLCJul 2021 to now
- Elder Law ManagementJan 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, WV).
Elm Capital Management LLC
$133.4MAssets managed
564Clients
7Advisers
Under 1 yearIn 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
- 6435238
- Firm CRD
- 294012