Overview
Assets Under Management: $174 million
Headquarters: PARK CITY, UT
High-Net-Worth Clients: 18
Average Client Assets: $8.2 million
Frequently Asked Questions
ECHELONS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325781), ECHELONS CAPITAL, LLC is subject to fiduciary duty under federal law.
ECHELONS CAPITAL, LLC is headquartered in PARK CITY, UT.
ECHELONS CAPITAL, LLC serves 18 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, ECHELONS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ECHELONS CAPITAL, LLC manages $174 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, ECHELONS CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.12%
Average Client Assets: $8.2 million
Total Client Accounts: 164
Discretionary Accounts: 164
Regulatory Filings
CRD Number: 325781
Filing ID: 2043316
Last Filing Date: 2026-03-12 14:28:58