Ellevity Capital

Ellevity Capital (CRD# 282390) is a financial advisory firm headquartered in Fairfield, IA. They manage $65,000,000 in 47 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,382,979
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, FL, IA

Financial Advisors at Ellevity Capital
Showing 1 - 4 of 4 top financial advisors.
1
Tyler J. Cleveland
CRD#: 4509855
508 North Second Street, Fairfield, IA 52556
93
Wealthminder
score

Tyler Cleveland (CRD# 4509855) is an Investment Advisor Representative working at Ellevity Capital in Fairfield, IA and has over 16 years of experience in the finance industry.

2
Gordon S. Clapperton
CRD#: 6752868
508 North Second Street, Fairfield, IA 52556
88
Wealthminder
score

Gordon Clapperton (CRD# 6752868) is an Investment Advisor Representative working at Ellevity Capital in Fairfield, IA and has 1 year of experience in the finance industry.

3
Dorian Punj
CRD#: 6606715
508 North Second Street, Fairfield, IA 52556
88
Wealthminder
score

Dorian Punj (CRD# 6606715) is an Investment Advisor Representative working at Ellevity Capital in Fairfield, IA and has 1 year of experience in the finance industry.

4
Julia A. Punj
CRD#: 6606717
508 North Second Street, Fairfield, IA 52556
88
Wealthminder
score

Julia Punj (CRD# 6606717) is an Investment Advisor Representative working at Ellevity Capital in Fairfield, IA and has 1 year of experience in the finance industry.

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