Overview
Assets Under Management: $253 million
Headquarters: BEND, OR
High-Net-Worth Clients: 61
Average Client Assets: $1.5 million
Frequently Asked Questions
ELEVATION CAPITAL ADVISORY 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 #171473), ELEVATION CAPITAL ADVISORY is subject to fiduciary duty under federal law.
ELEVATION CAPITAL ADVISORY is headquartered in BEND, OR.
ELEVATION CAPITAL ADVISORY serves 61 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, ELEVATION CAPITAL ADVISORY offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ELEVATION CAPITAL ADVISORY manages $253 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, ELEVATION CAPITAL ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.70%
Average Client Assets: $1.5 million
Total Client Accounts: 1,471
Discretionary Accounts: 1,471
Regulatory Filings
CRD Number: 171473
Filing ID: 2041823
Last Filing Date: 2026-02-19 18:25:56