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ELEVATION ADVISORY PARTNERS LLC
CRD 312170File 801-120658
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$226.0M
Below cohort median (national)
Discretionary AUM
$226.0M
Clients
378
1,007 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 31, 2021
- Principal office
- 3505 LAKE LYNDA DRIVE, SUITE 200, ORLANDO, FL, 32817
- Phone
- 913-827-4588
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.0M
- Discretionary AUM
- $226.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,007
- Non-discretionary accounts
- 0
- Total accounts
- 1,007
- AUM per client
- $598K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $134.9M |
| Individuals (other than high net worth individuals) | 320 | $91.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ANNUAL FINANCIAL PLANNING/CONSULTING RENEWAL
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 5 | decreased by7 |
| Apr 1, 2026 | Clients | 987 | 378 | decreased by609 |
| Apr 1, 2026 | AUM | $205,795,570 | $226,045,866 | increased by$20,250,296 |
| Apr 1, 2026 | Accounts | 987 | 1,007 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 12 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 519 | 987 | increased by468 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $121,310,915 | $205,795,570 | increased by$84,484,655 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 519 | 987 | increased by468 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | AUM | $95,472,608 | $121,310,915 | increased by$25,838,307 |
| Apr 1, 2022 | Accounts | 765 | 519 | decreased by246 |
| Sep 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2021 | Employees | 3 | 4 | increased by1 |
| Aug 1, 2021 | Clients | 0 | 519 | increased by519 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEVATION ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVATION ADVISORY” 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.