Elevated Capital Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$499M

Discretionary

$494M

99% of AUM

Avg account

$206K

Accounts

2,428

Employees

Advisory reps

Firm details

Headquarters: Draper, Utah
CRD number: 226721
Registered since: July 21, 2017
Website: elevateyourplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.26%
HNWI49.32%
Pension & Profit Sharing Plans0.4%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elevated Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines fee-based portfolio management with financial planning and practice-oriented services such as insurance brokerage and accounting. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of external advisers, pension consulting work, and educational publishing and workshops. The firm reports a mix of fee arrangements (percentage of AUM, hourly, and fixed fees) and does not identify as an active ESG investor.