Mary F. Stanek

ELM CAPITAL MANAGEMENT LLC

PITTSBURGH, PA 15222

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CRD#: 6040076

Professional summary

Mary Frances Stanek, AIF® is a registered financial advisor currently at ELM CAPITAL MANAGEMENT LLC located in Pittsburgh, Pennsylvania and ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES located in Pittsburgh, Pennsylvania.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mary has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 1/2022 Elm Capital Management LLC; Investment Related; Chief Investment Officer; 309 Smithfield, Pittsburgh, PA 15222; 120hrs per hour/month; 65hrs during trading hours; Duties: Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio (2) 01/2022 Eastern Financial Group, Inc. DBA Elder Law Management; Investment Related; Title: Chief Investment Officer ; 309 Smithfield, Pittsburgh, PA 15222; 120hrs per hour/month; 65hrs during trading hours; Duties: Talk to Clients, Study Market, Analysis, Research, Trade, Evaluate Portfolio (3) NPC Inc., non-investment related, 13710 Dunnings Hwy, Claysburg, PA 16625. Document Processing Specialist; began 12.14.20; hours will range between 15-29 hours per week; 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Frances Stanek's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 24, 2022 - Present

ELM CAPITAL MANAGEMENT LLC

Office #1: 309 Smithfield Street 6th Floor, Pittsburgh, PA, 15222

RIA

CRD#: 294012

PITTSBURGH, PA

Current

October 4, 2023 - Present

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

Office #1: 309 Smithfield Street Sixth Floor, Pittsburgh, PA 15222

RIA

CRD#: 122497

Pittsburgh, PA

Past

March 21, 2022 - February 7, 2023

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

RIA

CRD#: 122497

PITTSBURGH, PA

Past

August 15, 2012 - January 18, 2022

AMERISERV WEALTH ADVISORS INC

RIA

CRD#: 105846

JOHNSTOWN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/26/2022)

IAR

Pennsylvania
(1/24/2022)

IAR

West Virginia
(1/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/2012

Uniform Investment Adviser Law Examination

Current Firm

ELM CAPITAL MANAGEMENT LLC

ELM CAPITAL MANAGEMENT | ELM CAPITAL MANAGEMENT LLC | ELM CAPITAL MANAGEMENT INC.

CRD#: 294012 / SEC#:

Ohio

Registered Investment Advisory firm - (3/23/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/8/2020 Approved)

West Virginia

Registered Investment Advisory firm - (6/29/2020 Approved)

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Contact information

Main Address

309 Smithfield Street 6th Floor, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 456-4700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	326
AUM (Assets Under Management)	$ 113,607,293

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report
10/16/2024	Cover Page	Report
11/15/2023	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary F. Stanek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Frances Stanek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELM CAPITAL MANAGEMENT LLC

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

ELDER LAW MANAGEMENT, ELDER LAW PLANNING SERVICES

AMERISERV WEALTH ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2012

Current Firm

ELM CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ELM CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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