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ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY, LLC

CRD 171473 · SEC 801-118748

Visit website

775 SW BONNETT WAY, SUITE 220, BEND, OR, 97702, United States

Phone

(541) 728-0321

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$252.9M

Discretionary AUM

$252.9M

Team

8 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals570$159.1M
High net worth individuals61$92.8M

States served

AZ, CA, ID, NC, OR, UT, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD