Elevation Capital Advisory

RIASEC Registered

Total AUM

$253M

Discretionary

$253M

100% of AUM

Avg account

$172K

Accounts

1,471

Employees

Advisory reps

Firm details

Headquarters: Bend, Oregon
CRD number: 171473
Registered since: May 18, 2020
Website: elevationcapitalstrategies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals62.91%
HNWI36.7%
Corporations / Businesses0.39%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elevation Capital Advisory, LLC is an independent registered investment adviser that began SEC registration in 2020. The firm is owned by an individual and positions itself to serve high-net-worth individuals and family clients, operating as a capital allocator in addition to providing direct portfolio management. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Core advisory services listed in filings are financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. The firm does not identify as an active ESG investor.