PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Elevated Capital Advisors, LLC

● SEC registered since 2017CRD 226721SEC# 801-110864Draper, UT
Export (members)
Reg. AUM
$499.1M
Employees
30
Accounts
2,428
Location
Draper, UT

Elevated Capital Advisors, LLC assets under management

Elevated Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Draper, UT. The firm has been registered since 2017. It reports $499.1 million in regulatory assets under management and employs 30 people.

Elevated Capital Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Elton David Wilcox ControlChief Compliance OfficerUnder 5%2017
Global Plains Advisory Group, LLC ControlOwning Entity50-75%2003
Scott Michael Dougan ControlManaging Member?owner50-75%2017
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Elevated Capital Advisors, LLC manage?

Elevated Capital Advisors, LLC reports $499.1 million in regulatory assets under management on its Form ADV.

How many employees does Elevated Capital Advisors, LLC have?

Elevated Capital Advisors, LLC reports 30 employees.

Where is Elevated Capital Advisors, LLC located?

Elevated Capital Advisors, LLC is based in Draper, UT and has been SEC-registered since 2017.

Does Elevated Capital Advisors, LLC disclose fund performance?

Elevated Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11925 South 700 East, Draper, UT 84020
Phone385-237-3338
Fax801-266-2056
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1802387
Discloses disciplinary historyNo

Regulatory AUM

$499.1M▲ 33%
Feb '25 — $375.3MMar '25 — $433MApr '25 — $433MMay '25 — $433MJun '25 — $433MJul '25 — $433MAug '25 — $433MSep '25 — $433MOct '25 — $433MNov '25 — $433MDec '25 — $433MJan '26 — $433MFeb '26 — $433MMar '26 — $499.1MApr '26 — $499.1MMay '26 — $499.1MJun '26 — $499.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$499.1Mregulatory AUM
Discretionary $494.1MNon-discretionary $5.1M