Elevation Capital Advisory, LLC

Elevation Capital Advisory, LLC (CRD# 171473) is a financial advisory firm headquartered in Bend, OR. They manage $50,700,000 in 600 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $84,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

ID, OR

Financial Advisors at Elevation Capital Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter C. Mendell
CRD#: 6030698
775 Sw Bonnett Way, Suite 120, Bend, OR 97702
93
Wealthminder
score

Peter Mendell (CRD# 6030698) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 6 years of experience in the finance industry.

2
Ryan R. Sanford
CRD#: 6404567
775 Sw Bonnett Way, Suite 120, Bend, OR 97702
90
Wealthminder
score

Ryan Sanford (CRD# 6404567) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 3 years of experience in the finance industry.

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