9AT: ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL

Adviser Profile

As of Date	02/23/2026
Registration	SEC, Approved, 02/20/2009
Other registrations (1)	Connecticut, Terminated, 03/13/2009
Contact Info	203 xxxxxxx
Websites

AUM^*	350,938,755 3%
of that, discretionary	350,938,755 3%
Number of Employees	4
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	8,998,430 11%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

484M 415M 346M 277M 207M 138M 69M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Firm Background Elite Capital Management Group, LLC (Elite) was established in March 2007 by Matthew Butler, the Firm's founder, sole owner, and Managing Principal. Elite is a registered investment adviser that works exclusively with credit unions. Regulated by the Securities and Exchange Commission (SEC) and held to the fiduciary standard of the Investment Advisors Act of 1940, Elite provides federally chartered and state-chartered credit unions with investment advisory services along with automated accounting and reporting. Types of Advisory Services Elite pioneered the concept of employee benefits pre-funding in the credit union space in 2007 with the introduction of its flagship program, the Elite Yield Enhancement Pre- Funding Program®. Under the auspices of NCUA Code §701.19(c), the Elite Yield Enhancement Pre-Funding Program® seeks to invest a portion of the client's available liquidity in investments that offer potentially higher returns than what traditional NCUA Part 703 investments provide. These higher returns can be used to offset or reduce net out of pocket employee benefit expenditures. Elite also manages Charitable Donation Accounts for credit unions. These portfolios are managed in the same manner as employee benefits pre-funding programs. Additionally, Elite manages portfolios for its clients that consist entirely of NCUA

Part 703 permissible securities. These include agency mortgage-backed securities, municipal bonds, Treasuries, etc. Elite provides its clients with 24/7 access to portfolio information via its web-based accounting & reporting platform. All portfolio activity is reconciled on a daily basis for each account and clients are able to automate their period-end reporting processes. The accounting & reporting portal grants client’s access to accounting, compliance, performance, and risk metrics whenever and wherever needed. There is no additional fee for this service. Tailored Portfolios Elite customizes investment advisory services to the individual needs of the client. The goals and objectives for each client are documented and investment policy statements are created that reflect the stated goals and objectives. Elite's clients are allowed to impose restrictions on the investments in their account. Elite may accept any reasonable limitation or restriction to discretionary authority placed by the client. All limitations and restrictions placed on accounts must be presented to Elite in writing.
5 Elite Capital Management Group, LLC Wrap Fee Programs Elite does not participate in any Wrap Fee Programs. Client Assets As of December 31, 2023 Elite manages approximately $349 million in assets.
6 Elite Capital Management Group, LLC

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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ELITE CAPITAL MANAGEMENT GROUP, LLC ELITE CAPITAL MANAGEMENT GROUP, LLC ELITE CAPITAL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL MANAGEMENT GROUP, LLC

ELITE CAPITAL