Elevation Capital Advisory
SEC RegisteredLive an Elevated Retirement
About the firm
Elevation Capital Strategies focuses on helping individuals create retirement strategies using a variety of financial products customized to suit their needs and objectives. Their first goal when working with clients is to listen, analyze, and understand specific financial needs both now and for the future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Estate Planning
Who they serve
Individuals creating retirement strategies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 570 | $159M |
| High Net Worth Individuals | 61 | $93M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $2,000,000 | 1.00% |
| $2,000,001 - $3,000,000 | 0.90% |
| Above $3,000,000 | 0.80% |
Data as of February 19, 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 Capital Advisory 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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