AdFi
EC

ELEVATED CAPITAL ADVISORS, LLC

SEC Registered

Accelerate Your Business. Leverage Our Proven System.

DRAPER, UThttps://elevateyourplanning.com385-237-3338
Assets Under Management
$100M–$500M
Employees
30
Office Locations
1 office
Total Accounts
2428

About the firm

Elevated Capital Advisors LLC is an RIA that partners with advisors to integrate philosophies, systems and processes through education, support, and mentorship to better serve the families they represent.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsState/MunicipalInsurance Companies

Areas of expertise

RIAAdvisor SupportMarketing And TechnologyStrategic GuidanceBack OfficeEducation And MentorshipPractice Management

Services

Marketing & Technology, Strategic Guidance, and Back Office support through a 3-phase process of education, support, and mentorship for advisors.

Who they serve

Financial advisors

Client segmentClientsAssets managed
Individuals (Non-HNW)878$251M
High Net Worth Individuals128$246M

0 total clients reported on Form ADV.

Leadership

Sean Patrick Lee
MANAGING MEMBER
Scott Michael Dougan
MANAGING MEMBER
Sean Patrick Lee
PRESIDENT & FOUNDER, MANAGING MEMBER
Scott Michael Dougan
PRESIDENT, MANAGING MEMBER
Llc Spl Financial
MEMBER
Llc Global Plains Advisory Group
MEMBER
Elton David Wilcox
CHIEF COMPLIANCE OFFICER
Brian Paul Hermann
CHIEF OPERATIONS OFFICER

Office locations

1 office in 1 state
UT
DRAPERHQ

Advisors at this firm

21 advisors in the directory

Oakley James Allen
Investment Adviser Representative
Investment Adviser Rep
Darrin Reginald Brown
Investment Adviser Representative
Investment Adviser Rep
Cheryl L Battung
Investment Adviser Representative
Dual-registered
Michael Christopher Blackman
Investment Adviser Representative
Investment Adviser Rep
Dallin Bunnell
Investment Adviser Representative
Investment Adviser Rep
Christopher Joseph Cordova
Investment Adviser Representative
Investment Adviser Rep
Jeff David Currie
Investment Adviser Representative
Dual-registered
Scott Michael Dougan
Investment Adviser Representative
Investment Adviser Rep
Ronald Robert Fredette
Investment Adviser Representative
Investment Adviser Rep
Alexander Robert Fredette
Investment Adviser Representative
Investment Adviser Rep
Colby Bonner Gillies
Investment Adviser Representative
Investment Adviser Rep
Chirho S Garcia
Investment Adviser Representative
Dual-registered
Ralph C Horne
Investment Adviser Representative
Investment Adviser Rep
Sean Patrick Lee
Investment Adviser Representative
Investment Adviser Rep
Tyler James Moison
Investment Adviser Representative
Investment Adviser Rep
Gerard Joseph O'Neill
Investment Adviser Representative
Investment Adviser Rep
Lauren Ashley O'Neill
Investment Adviser Representative
Investment Adviser Rep
Cooper James Parry
Investment Adviser Representative
Investment Adviser Rep
Judah Joel Sworney
Investment Adviser Representative
Investment Adviser Rep
Elton David Wilcox
Investment Adviser Representative
Dual-registered
Joseph William Richard Wild
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#226721
SEC Number
801-110864
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $10,000 (waivable)

Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVATED CAPITAL ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.

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ELEVATED CAPITAL ADVISORS, LLC in DRAPER, UT | AdvisorFinder