Elevation Capital Advisory
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Overview
Elevation Capital Advisory is located at 775 Sw Bonnett Way, Bend, OR. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Elevation Capital Advisory is not a registered broker-dealer.
Elevation Capital Advisory oversees $200.4 million in assets under management across 2,085 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Elevation Capital Advisory includes asset-based and fixed fees. The firm has 17 high net worth clients and maintains affiliations with an insurance company or agency.
Elevation Capital Advisory is registered in the states of Arizona, California, Idaho, New Hampshire, North Carolina, Oregon, Texas, Utah, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Elevation Capital Advisory by the Numbers
$200.4 million
8
2,085
$96.1 thousand
Products and Services
Elevation Capital Advisory provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. In the prior financial year, Elevation Capital Advisory provided 51-100 of its customers with financial planning services. The Firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on the type of financial services offered. Fees charged by Elevation Capital Advisory most likely consist of some combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 2 clients, Elevation Capital Advisory's largest client group by number of accounts is retail investors, though it also manages money for 17 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 1.47%
- Other Individuals - 98.53%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Elevation Capital Advisory does not have any disclosures.
Please visit its Form ADV for more details.
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