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ECHELONS CAPITAL, LLC
CRD 325781 · SEC 801-127673
2078 PROSPECTOR AVENUE, SUITE 4, PARK CITY, UT, 84060, United States
Phone
706-372-4218
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.4M
Discretionary AUM
$174.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $7.5M |
| High net worth individuals | 18 | $148.4M |
| Corporations/business entities | 2 | $18.4M |
States served
GA, IL, LA, NY, NC, TN, UT, VA, TX
All web addresses on file
Official SEC filing: View on IAPD