ECHELONS CAPITAL, LLC

CRD 325781File 801-127673

APPROVED

Retail clients

Custody

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$174.4M

Bottom 25% of cohort (national)

Discretionary AUM

$174.4M

Clients

164 accounts

Employees

Bottom 25% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Apr 18, 2023
Principal office: 2078 PROSPECTOR AVENUE, SUITE 4, PARK CITY, UT, 84060
Phone: 706-372-4218
Website: https://echelonscapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $174.4M
Discretionary AUM: $174.4M
Non-discretionary AUM: $0
Discretionary accounts: 164
Non-discretionary accounts: 0
Total accounts: 164
AUM per client: $4.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$18.4M
High net worth individuals	18	$148.4M
Individuals (other than high net worth individuals)	16	$7.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.