Paul Elam
Cordgrass Capital Advisors · Raleigh, North Carolina
Paul Elam is a fee-only financial advisor at Cordgrass Capital Advisors in Raleigh, North Carolina. Cordgrass Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cordgrass Capital Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $729.9M across 1,592 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 4640119 |
| Exams passed | Series 63 (2003) · Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cordgrasscapital.com |
How Paul's firm compares
- Cordgrass Capital Advisors's average account is about $459,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Paul
Is Paul Elam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Cordgrass Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Cordgrass Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Elam based?
Paul Elam is based in Raleigh, North Carolina.
Is Paul Elam registered with the SEC?
Yes. Paul Elam is registered as an investment adviser representative in NC and TX (CRD 4640119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cordgrass Capital Advisors manage?
Cordgrass Capital Advisors reports $729.9M across 1,592 accounts in assets under management.
How do I contact Paul Elam?
Through Paul's website, www.cordgrasscapital.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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