Elevation Capital Advisory
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 171473
- Registered since
- May 18, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.91%
- HNWI36.7%
- Corporations / Businesses0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elevation Capital Advisory is an independent, SEC-registered RIA founded in 2020 and structured as an LLC under individual ownership. The firm serves individual and family clients and bills primarily on a percentage-of-AUM basis, with the option for fixed-fee arrangements. Core advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, third-party manager selection and educational seminars. The firm reports that it acts as a capital allocator rather than running internal open-ended alternative funds, and it does not describe itself 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 Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Michael Jr. Angus
Investment Advisor RepresentativeCRD 6915250
Ryan Sanford
Owner, PresidentCRD 6404567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$301M in ETFs
94%
$282M
5%
$18.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $14.4M | 49,647 | 4.79% |
Location
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 775 Sw Bonnett Way
- Time zone
- PT (UTC-8)
- Office locations
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