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ELEVATE CAPITAL ADVISORS
Legal name: ELEVATE CAPITAL ADVISORS, INC.
CRD 288190File 801-119997
APPROVED
Retail clients
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 215 | 210 | decreased by5 |
| Mar 1, 2026 | AUM | $156,486,120 | $183,285,397 | increased by$26,799,277 |
| Mar 1, 2026 | Accounts | 589 | 566 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 175 | 215 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,721,519 | $156,486,120 | increased by$42,764,601 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 461 | 589 | increased by128 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 150 | 175 | increased by25 |
| Apr 1, 2022 | AUM | $126,993,467 | $113,721,519 | decreased by$13,271,948 |
| Apr 1, 2022 | Accounts | 345 | 461 | increased by116 |
| 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 “ELEVATE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVATE 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.