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ELEVATED CAPITAL ADVISORS, LLC
CRD 226721 · SEC 801-110864
11925 SOUTH 700 EAST, DRAPER, UT, 84020, United States
Phone
385-237-3338
Fax
801-266-2056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$499.1M
Discretionary AUM
$494.1M
Team
30 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 878 | $250.9M |
| High net worth individuals | 128 | $246.2M |
| Corporations/business entities | 1 | $104K |
States served
AZ, CA, CO, GA, ID, IL, IA, KS, LA, ME, MA, MT, NE, NV, NJ, NM, NC, OK, OR, PA, UT, WY, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD