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Elk Hill Advisors, Inc. (Roanoke)


Elk Hill Advisors, Inc. is an adviser based in Roanoke. It manages $59.2 million of regulatory assets for 323 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.




Elk Hill Advisors provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Elk Hill Advisors: assets under management

The assets under management (AUM) of Elk Hill Advisors, Inc. is $59.2 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.67 million in discretionary accounts and $4.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $566.11 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Elk Hill Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roanoke

The principal office where Elk Hill Advisors, Inc. performs its advisory services is located at 5340 Fox Ridge Rd Sw, Roanoke, VA 24018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-774-4603 or by fax 540-774-5488. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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