Elevate Capital Advisors
Firm details
- Headquarters
- Eagle, Colorado
- CRD number
- 288190
- Registered since
- December 18, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI76.15%
- Individuals22.11%
- Charitable Organizations0.83%
- Corporations / Businesses0.46%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Elevate Capital Advisors is an independent, SEC-registered registered investment adviser formed in 2020 and organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional relationships and lists core advisory offerings that include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its pricing model is flexible and includes percentage-of-AUM fees as well as hourly, fixed-fee, performance-based and other billing arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- US Government Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Shane Fleury
Chief Investment Officer And Portfolio ManagerCRD 4837994
Kenneth Armstrong
Chief Executive OfficerCRD 3169018
Contacts
3 of 3
Kyle Lottman
Financial Advisor at Focus FinancialCRD 6168323
Christopher Silversmith
Investment Advisor RepresentativeCRD 5738872
Thomas Damon
Investment Operations AssociateCRD 7016699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$68M in ETFs
98%
$66.8M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $20.2M | 384,797 | 29.64% |
Location
Eagle, CO
Eagle
Location
Eagle, CO
Headquartered in Eagle, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 313 Chambers Ave
- Time zone
- MT (UTC-7)
- Office locations
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