← Directory
ELEVATED CAPITAL ADVISORS, LLC
CRD 226721File 801-110864
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.