ECHELONS CAPITAL, LLC

RIASEC RegisteredEst. 2023

Total AUM

$174M

Discretionary

$174M

100% of AUM

Avg account

$1.1M

Accounts

164

Employees

Advisory reps

Firm details

Headquarters: PARK CITY, Utah
CRD number: 325781
Registered since: April 18, 2023
Website: echelonscapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.12%
Corporations / Businesses10.57%
Individuals4.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Echelons Capital, LLC is an independent registered investment adviser that acts as a capital allocator for high‑net‑worth individuals, families and select institutional clients. The firm combines financial planning and discretionary portfolio management with the selection and oversight of third‑party managers, positioning mutual funds and externally managed strategies as core public exposures while supplementing portfolios with private market and income‑oriented alternatives. Fee arrangements include both percentage‑of‑AUM and fixed fees, and the adviser’s activity focuses on assembling diversified portfolios through a mix of pooled public funds and allocated alternative strategies rather than building a concentrated in‑house product shelf.