Elevation Advisory Partners LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 312170
- Registered since
- March 31, 2021
- Website
- www.eap-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI59.69%
- Individuals40.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Elevation Advisory Partners LLC is an independent registered investment adviser organized as an LLC that markets to individual and family clients. The firm is SEC-registered (registration year 2021) and functions as a capital allocator, blending financial planning and discretionary portfolio management with additional services such as pension consulting and selection of third‑party advisers. It also operates as an insurance broker and identifies itself as an active ESG investor. Fee arrangements include percentage-of-AUM fees, fixed fees and other fee structures.
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities36%
- Cash & Cash Equivalents8%
- Other4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
John Harrison
Managing Partner and Chief Compliance OfficerCRD 3176071
Brian Truxaw
Chief Executive OfficerCRD 7619457
Contacts
2 of 2
Jordan Harrison
Investment Advisor RepresentativeCRD 7388884
Elena Casanova
CRD 7822625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$30.8M in ETFs
27%
$8.4M
29%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $13.3M | 83,517 | 43.19% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 3505 Lake Lynda Dr
- Time zone
- ET (UTC-5)
- Office locations
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