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ELEVATE CAPITAL ADVISORS
ELEVATE CAPITAL ADVISORS, INC.
CRD 288190 · SEC 801-119997
313 CHAMBERS AVE., SUITE D, EAGLE, CO, 81631, United States
Phone
970-328-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.3M
Discretionary AUM
$176.0M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; COMMISSIONS FROM INSURANCE SALES
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $40.5M |
| High net worth individuals | 82 | $139.6M |
| Pension/profit sharing plans | 2 | $823K |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 6 | $849K |
States served
AZ, CO, LA, MN, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD