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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2020. The firm serves individual and family clients, charging both percentage-of-AUM and fixed fees, and describes itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Core advisory activities include managing discretionary portfolios, selecting third-party advisers, running educational seminars, and delivering financial planning. The firm reports an affiliation with an insurance company and does not position 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 2Michael 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 84Active vs passive
$313M in ETFs
92%
$287M
8%
$25.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $28.5M | 311,169 | 9.12% |
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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