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 adviser that began its SEC registration in 2020. The firm is owned by an individual and serves a mix of individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are varied — the firm charges percentage-of-AUM fees and may also use hourly, fixed and performance-based pricing alongside other fee structures. An affiliation with an insurance company is noted in the firm’s filings.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$88.7M in ETFs
97%
$86M
0%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $19.1M | 372,826 | 21.53% |
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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