Brandon
Booth

Elevated Capital Advisors, LLC

CRD#7355515
Investment Advisor
in Draper, UT

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About this Advisor

Brandon Booth is a financial advisor based in Draper, Utah, working with Elevated Capital Advisors, LLC. Brandon has previously held positions at Elevated Capital Advisors, LLC and Spectra Financial. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Brandon is part of Elevated Capital Advisors, LLC, which operates out of Draper, Utah. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11925 South 700 East
Draper, UT 84020

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Elevated Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$375,281,037

UT Average: $693,624,108
Total Number of Employees

10

UT Average: 12
Total Number of Accounts

2,382

UT Average: 1,115
Average Account Size

$157,549

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brandon Booth Work History

2021 - Present (3 years)

Elevated Capital Advisors, LLC

2002 - Present (22 years)

Spectra Financial

Disclosures

Please visit the SEC profile of Brandon Booth 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 Elevated Capital Advisors, LLC

Colby Gillies
Draper, UT
Oakley Allen
Overland Park, KS
Tyler Moison
Overland Park, KS
Michael Blackman
Draper, UT
Joseph Wild
Overland Park, KS
Judah Sworney
Newnan, GA
Lauren O'Neill
Draper, UT
Chirho Garcia
Murrieta, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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