Echelons Capital, LLC
● SEC registered since 2023CRD 325781SEC# 801-127673Park City, UT
Reg. AUM
$174.4M
Employees
2
Accounts
164
Location
Park City, UT
Echelons Capital, LLC assets under management
Echelons Capital, LLC is an investment advisory firm registered with the SEC based in Park City, UT. The firm has been registered since 2023. It reports $174.4 million in regulatory assets under management and employs 2 people.
Echelons Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Thomas Leahy Control | Partner And Cco/Coo | 25-50% | 2023 |
| John Patrick Rudio Control | Partner | 50-75% | 2023 |
Frequently asked questions
How much does Echelons Capital, LLC manage?
Echelons Capital, LLC reports $174.4 million in regulatory assets under management on its Form ADV.
How many employees does Echelons Capital, LLC have?
Echelons Capital, LLC reports 2 employees.
Where is Echelons Capital, LLC located?
Echelons Capital, LLC is based in Park City, UT and has been SEC-registered since 2023.
Does Echelons Capital, LLC disclose fund performance?
Echelons Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2078 Prospector Avenue, Suite 4, Park City, UT 84060 |
| Phone | 706-372-4218 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.4M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$174.4Mregulatory AUM
Discretionary $174.4M