ELEVATION CAPITAL ADVISORY

RIASEC RegisteredEst. 2020
Total AUM
$253M
Discretionary
$253M
100% of AUM
Avg account
$172K
Accounts
1,471
Employees
8
Advisory reps
2

Firm details

Headquarters
BEND, Oregon
CRD number
171473
Registered since
May 18, 2020
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 is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2020. The firm serves individual and family clients, charging both percentage-of-AUM and fixed fees, and describes itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Core advisory activities include managing discretionary portfolios, selecting third-party advisers, running educational seminars, and delivering financial planning. The firm reports an affiliation with an insurance company and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Michael Jr. Angus

    Investment Advisor RepresentativeCRD 6915250

  • RYAN SANFORD

    Owner, PresidentCRD 6404567

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$313M in ETFs

Passive

92%

$287M

Active

8%

$25.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$28.5M311,1699.12%

Location

Primary office

BEND, OR

DESCHUTES

Location

BEND, OR

Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.

Metro area
Bend-Prineville, OR
Region
West
County
DESCHUTES
Address
775 SW Bonnett Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth