Elevage Partners, LLC

Elevage Partners, LLC (CRD# 158386) is a financial advisory firm headquartered in San Diego, CA. They manage $224,223,144 in 1,369 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    1,369
    ACCOUNTS
  • Average Account Value
    $163,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Elevage Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mary E. Fugler
CRD#: 2934934
8880 Rio San Diego Suite 800, San Diego, CA 92108
93
Wealthminder
score

Mary Fugler (CRD# 2934934) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 19 years of experience in the finance industry.

2
Charles L. Copeland
CRD#: 3046149
655 N. Central Avenue, 17th Floor, Suite 1747, Glendale, CA 91203
83
Wealthminder
score

Charles Copeland (CRD# 3046149) is an Investment Advisor Representative working at Elevage Partners, LLC in Glendale, CA and has over 8 years of experience in the finance industry.

3
David M. Smith
CRD#: 6175910
8880 Rio San Diego Drive, Suite 800, San Diego, CA 92108
78
Wealthminder
score

David Smith (CRD# 6175910) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

4
Brian K. Case
CRD#: 2798993
8880 Rio San Diego Suite 800, San Diego, CA 92108
76
Wealthminder
score

Brian Case (CRD# 2798993) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Brian Case has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Craig A. Roncaioli
CRD#: 1383311
8880 Rio San Diego Suite 800, San Diego, CA 92108
74
Wealthminder
score

Craig Roncaioli (CRD# 1383311) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

6
Jeffery D. Powell
CRD#: 1805180
8880 Rio San Diego Drive, Suite 800, San Diego, CA 92108
73
Wealthminder
score

Jeffery Powell (CRD# 1805180) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 30 years of experience in the finance industry.

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