Elizabeth Ottersberg
Process Design Capital Management · Phoenix, Arizona
Elizabeth Ottersberg is a fee-only financial advisor at Process Design Capital Management in Phoenix, Arizona. Process Design Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Process Design Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $78M across 79 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 2821497 |
| Exams passed | Series 63 (1999) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.processdesigncapital.com |
How Elizabeth's firm compares
- Process Design Capital Management's average account is about $987,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Elizabeth
Is Elizabeth Ottersberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Process Design Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Process Design Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elizabeth Ottersberg based?
Elizabeth Ottersberg is based in Phoenix, Arizona.
Is Elizabeth Ottersberg registered with the SEC?
Yes. Elizabeth Ottersberg is registered as an investment adviser representative in AZ (CRD 2821497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Process Design Capital Management manage?
Process Design Capital Management reports $78M across 79 accounts in assets under management.
How do I contact Elizabeth Ottersberg?
Through Elizabeth's website, www.processdesigncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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