Elevate Capital Advisors
Firm details
- Headquarters
- Eagle, Colorado
- CRD number
- 288190
- 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%
Firm profile
FINTRXOverview
Elevate Capital Advisors is a privately owned advisory firm serving both individual & family clients and institutional investors. The firm operates under an individual owner structure and offers multiple fee arrangements — including percentage-of-AUM, hourly, fixed-fee, and performance-based billing — which indicates flexibility in client engagements. Elevate does not self-identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, suggesting ties to insurance-related distribution or product partnerships. It is not positioned as a capital allocator.
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 2
Kenneth Armstrong
Chief Executive OfficerCRD 3169018
Shane Fleury
Chief Investment OfficerCRD 4837994
Contacts
3 of 3
Kyle 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 31Active vs passive
$68M in ETFs
98%
$66.8M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $20.2M | 384,797 | 29.64% |
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
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