Elevation Capital Advisory

RIASEC Registered
Total AUM
$253M
Discretionary
$253M
100% of AUM
Avg account
$172K
Accounts
1,471
Employees
8
Advisory reps
2

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

FINTRX

Overview

Elevation Capital Advisory, LLC is an independent registered investment adviser that began SEC registration in 2020. The firm is owned by an individual and positions itself to serve high-net-worth individuals and family clients, operating as a capital allocator in addition to providing direct portfolio management. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Core advisory services listed in filings are financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$325M in ETFs

Passive

89%

$290M

Active

7%

$34.4M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$15.2M165,6294.67%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth