Kyle Garret Lottman
Investment Adviser Representative at Elevate Capital Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Garret Lottman is an investment adviser representative with Elevate Capital Advisors in Grand Junction, CO, where they have been registered since 2020. They have worked in the securities industry since 2016 and were previously registered with Focus Financial. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Minnesota.
Registrations & licenses
- Investment adviser:
- Colorado, Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Piper Jaffray & Co.Feb 2013 – Mar 2017Minneapolis, MN
- Exelsior Financial PartnersApr 2018 – Jun 2019Minneapolis, MN
- US BankJun 2017 – Apr 2018Minneapolis, MN
- Focus FinancialNov 2019 – May 2020Minneapolis, MN
- UnemployedJun 2019 – Nov 2019Minneapolis, MN
- Royal Alliance Associates, Inc.Nov 2019 – Jan 2020Jersey City, NJ
- Royal Alliance Associates, Inc.Jan 2020 – Nov 2020Minneapolis, MN
- Focus FinancialMay 2020 – Oct 2021Minneapolis, MN
- Elevate Capital Advisors, IncDec 2021 – no end date reportedEagle, CO
- ScheelsJul 2020 – Jun 2021Eden Prairie, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevate Capital Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $500,000 (waivable)
- Up to $250,0001.50%
- On the next $250,0001.25%
- On the next $250,0001.00%
- On the next $250,0000.90%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Eagle, CO
- SEC file number:
- 801-119997
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Elevate Capital Advisors
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Garret Lottman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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