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 operating since 2017. The firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its fee model includes asset-based fees, hourly charges and fixed fees. Elevated Capital also performs insurance brokerage and accounting services alongside its advisory work. Advisory capabilities cover financial planning, discretionary and non‑discretionary portfolio management for individuals/small businesses and pooled investment vehicles, selection of other advisers and pension consulting. The firm produces client-facing publications and runs educational seminars and workshops. It does not identify as an active ESG investor.