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ELEVATED CAPITAL ADVISORS, LLC
CRD 226721File 801-110864
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$499.1M
Above cohort median (national)
Discretionary AUM
$494.1M
Non-discretionary $5.1M
Clients
1,007
2,428 accounts
Employees
30
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 21, 2017
- Principal office
- 11925 SOUTH 700 EAST, DRAPER, UT, 84020
- Phone
- 385-237-3338
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $499.1M
- Discretionary AUM
- $494.1M
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 2,406
- Non-discretionary accounts
- 22
- Total accounts
- 2,428
- AUM per client
- $496K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $104K |
| High net worth individuals | 128 | $246.2M |
| Pension and profit sharing plans | Fewer than 5 | $2.0M |
| Individuals (other than high net worth individuals) | 878 | $250.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 30 | increased by7 |
| Apr 1, 2026 | Clients | 1,031 | 1,007 | decreased by24 |
| Apr 1, 2026 | AUM | $433,034,784 | $499,143,919 | increased by$66,109,135 |
| Apr 1, 2026 | Accounts | 2,403 | 2,428 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 23 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 881 | 1,031 | increased by150 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $368,464,888 | $433,034,784 | increased by$64,569,896 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,068 | 2,403 | increased by335 |
| Apr 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Clients | 854 | 881 | increased by27 |
| Apr 1, 2022 | AUM | $287,399,209 | $368,464,888 | increased by$81,065,679 |
| Apr 1, 2022 | Accounts | 1,913 | 2,068 | increased by155 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEVATED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVATED CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.