Elevate Capital Advisors

Elevate Capital Advisors (CRD# 288190) is a financial advisory firm headquartered in Eagle, CO. They manage $139,761,945 in 597 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
313 Chambers Ave., Suite D, Eagle, CO 81631
https://www.facebook.com/elevatecapitaladvisors/
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $234,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, LA, MN, NH, TX

Financial Advisors at Elevate Capital Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth Armstrong, financial advisor Eagle CO
Kenneth A. Armstrong
CRD#: 3169018
313 Chambers Ave., Suite D, Eagle, CO 81631

Kenneth Armstrong (CRD# 3169018) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 21 years of experience in the finance industry.

2
Shane Fleury, financial advisor Eagle CO
Shane R. Fleury
CRD#: 4837994
313 Chambers Ave., Suite D, Eagle, CO 81631

Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.

3
Kyle Lottman, financial advisor Wayzata MN
Kyle G. Lottman
CRD#: 6168323
Wayzata, MN

Kyle Lottman (CRD# 6168323) is an Investment Advisor Representative working at Elevate Capital Advisors in Wayzata, MN and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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