Elevate Capital Advisors, Inc.
● SEC registered since 2020CRD 288190SEC# 801-119997Eagle, CO
Reg. AUM
$183.3M
Employees
6
Accounts
566
Location
Eagle, CO
Elevate Capital Advisors, Inc. assets under management
Elevate Capital Advisors, Inc. operates as an SEC-registered investment adviser based in Eagle, CO. The firm has been registered since 2020. It reports $183.3 million in regulatory assets under management and employs 6 people.
Elevate Capital Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Allen Armstrong Control | Managing Member/ Chief Compliance Officer | 50-75% | 2017 |
| Shane Rielly Fleury Control | Managing Member | 50-75% | 2017 |
Frequently asked questions
How much does Elevate Capital Advisors, Inc. manage?
Elevate Capital Advisors, Inc. reports $183.3 million in regulatory assets under management on its Form ADV.
How many employees does Elevate Capital Advisors, Inc. have?
Elevate Capital Advisors, Inc. reports 6 employees.
Where is Elevate Capital Advisors, Inc. located?
Elevate Capital Advisors, Inc. is based in Eagle, CO and has been SEC-registered since 2020.
Does Elevate Capital Advisors, Inc. disclose fund performance?
Elevate Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 313 Chambers Ave., Suite D, Eagle, CO 81631 |
| Phone | 970-328-7526 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1909571 |
| Discloses disciplinary history | No |
Regulatory AUM
$183.3M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$183.3Mregulatory AUM
Discretionary $176MNon-discretionary $7.3M