← Directory
ELEVATE CAPITAL ADVISORS
Legal name: ELEVATE CAPITAL ADVISORS, INC.
CRD 288190File 801-119997
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$183.3M
Bottom 25% of cohort (national)
Discretionary AUM
$176.0M
Non-discretionary $7.3M
Clients
210
566 accounts
Employees
6
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 18, 2020
- Principal office
- 313 CHAMBERS AVE., SUITE D, EAGLE, CO, 81631
- Phone
- 970-328-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.3M
- Discretionary AUM
- $176.0M
- Non-discretionary AUM
- $7.3M
- Discretionary accounts
- 540
- Non-discretionary accounts
- 26
- Total accounts
- 566
- AUM per client
- $873K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $849K |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 82 | $139.6M |
| Pension and profit sharing plans | Fewer than 5 | $823K |
| Individuals (other than high net worth individuals) | 118 | $40.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — COMMISSIONS FROM INSURANCE SALES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.