ELEVATION ADVISORY PARTNERS LLC
SEC RegisteredEnsuring your financial success at each stage of life
About the firm
Harrison Capital Management coordinates and oversees the financial affairs of the households it works with, endeavoring to know and understand each client's financial situation to provide the highest quality information, services, and products to reach their goals. The firm uses a consultative, collaborative approach to build financial structures designed to stand the test of time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Collaborative financial planning, asset allocation, estate planning, educational savings plans, financial planning for business owners, retirement planning, insurance, and investments.
Who they serve
Military families (active duty, reserves, and veterans), executives, business owners, and households at each stage of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 320 | $91M |
| High Net Worth Individuals | 58 | $135M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVATION ADVISORY PARTNERS 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.
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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