ELEVATE CAPITAL ADVISORS
Firm details
- Headquarters
- EAGLE, Colorado
- CRD number
- 288190
- Registered since
- December 18, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI76.15%
- Individuals22.11%
- Charitable Organizations0.83%
- Corporations / Businesses0.46%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Elevate Capital Advisors is an independent registered investment advisor organized as a corporation and active since 2020. The firm serves both individual/family and institutional clients and offers a mix of fee arrangements, including percentage-of-AUM, hourly, fixed fees and performance-based fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports an affiliation with an insurance company and does not position itself as a capital allocator to outside private fund managers. ESG considerations are not flagged as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2KENNETH ARMSTRONG
Chief Executive OfficerCRD 3169018
SHANE FLEURY
Chief Investment OfficerCRD 4837994
Contacts
3 of 3KYLE LOTTMAN
Financial Advisor at Focus FinancialCRD 6168323
Thomas Damon
Investment Operations AssociateCRD 7016699
CHRISTOPHER SILVERSMITH
Investment Advisor RepresentativeCRD 5738872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$55.9M in ETFs
100%
$55.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $18.2M | 346,029 | 32.55% |
Location
EAGLE, CO
EAGLE
Location
EAGLE, CO
Headquartered in EAGLE, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- EAGLE
- Address
- 313 Chambers Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
HOFFMANN HERMANSON
RIADENVER, CO
BULLSEYE ASSET MANAGEMENT LLC
RIADENVER, CO
RED MOUNTAIN FINANCIAL, LLC
RIAFORT COLLINS, CO
CORNERSTONE INVESTMENT ADVISORS, LLC
RIABOULDER, CO
ACCELERATED WEALTH ADVISORS LLC
RIACOLORADO SPRINGS, CO
STEELE STREET PRIVATE WEALTH MANAGEMENT
RIADENVER, CO