Elevation Capital Advisory

Elevation Capital Advisory (CRD# 171473) is a financial advisory firm headquartered in Bend, OR. They manage $200,364,978 in 2,085 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
775 Sw Bonnett Way, Suite 220, Bend, OR 97702
https://www.elevationcapitalstrategies.com/
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $96,098
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NC, NH, OR, TX, UT, WA

Financial Advisors at Elevation Capital Advisory
No Advisor Found.

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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