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Executive Capital Strategies LLC (West Chester)


Executive Capital Strategies LLC is an adviser based in West Chester. It manages $22.85 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Pennsylvania.

Executive Capital Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Executive Capital Strategies: assets under management

The assets under management (AUM) of Executive Capital Strategies LLC is $22.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Executive Capital Strategies LLC 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Renee M Elinsky Shareholder 1 Dec 2008 75% - 100% 5655993
Gregory Nicholas Elinsky Shareholder tbe 1 Sep 2010 75% - 100% 2102322

Based in West Chester

The principal office where Executive Capital Strategies LLC performs its advisory services is located at 1202 Waterford Rd, West Chester, PA 19380, 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 610-701-4370 or by fax 610-701-4373. The normal business hours are 8:30am-5pm on Monday - Friday.


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