Elevate Capital Group, LLC
CRD 332775SEC# 801-131140Newport Beach, CA
No longer SEC-registered. Elevate Capital Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
5
Accounts
—
Location
Newport Beach, CA
Elevate Capital Group, LLC assets under management
Elevate Capital Group, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. It employs 5 people.
Elevate Capital Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elevate Financial & Insurance Services, LLC Control | Managing Member | 50-75% | 2024 |
| James Anthony Thornton Control | Cco | Under 5% | 2024 |
| Jason Michael Rotman | Member | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Elevate Capital Group, LLC have?
Elevate Capital Group, LLC reports 5 employees.
Where is Elevate Capital Group, LLC located?
Elevate Capital Group, LLC is based in Newport Beach, CA.
Does Elevate Capital Group, LLC disclose fund performance?
Elevate Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4675 MacArthur Ct., Suite 1430, Newport Beach, CA 92660 |
| Office hours | 8 a.m.-5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 62%
More than 38% of 16,825 advisers