Ryan
Sanford
Elevation Capital Advisory
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About this Advisor
Ryan Sanford is a financial advisor who works out of Bend, Oregon with a total of 4 years of relevant experience. Sanford currently works for Elevation Capital Advisory. The advisor has gained experience at Elevation Capital Strategies, Inc, High Tide Seafoods, Inc, Global Financial Private Capital, LLC and Elevation Capital Advisory, LLC. Sanford maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Idaho, Oregon and Texas. Elevation Capital Advisory is a business operating out of Bend, OR. The investment advisory business has a total of eight people on staff. It manages $192 million in assets among its 2,052 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,052 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Elevation Capital Advisory offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically are based on which services are provided. Fees charged by Elevation Capital Advisory can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevation Capital Advisory Brokerage Details
$191,721,424
8
2,052
$93,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ryan Sanford Work History
Ryan has been registered as a financial advisor for 4 years.*
Elevation Capital Advisory, LLC
Elevation Capital Advisory, LLC
Elevation Capital Strategies, Inc
Global Financial Private Capital, LLC
High Tide Seafoods, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Sanford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevation Capital Advisory
Bend, OR
Bend, OR
Bend, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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