Elevation Advisory Partners LLC
● SEC registered since 2021CRD 312170SEC# 801-120658Orlando, FL
Reg. AUM
$226M
Employees
5
Accounts
1,007
Location
Orlando, FL
About Elevation Advisory Partners
Elevation Advisory Partners is a fiduciary, independent advisory firm offering wealth management nationwide and support services for other advisors. It emphasizes a collaborative team approach and client-first, unbiased guidance.
Summary based on the firm’s website.
Elevation Advisory Partners LLC assets under management
Elevation Advisory Partners LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2021. It reports $226 million in regulatory assets under management and employs 5 people.
Elevation Advisory Partners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian M Truxaw Control | Chief Executive Officer | Under 5% | 2026 |
| Elena Casanova Control | Chief Operating Officer | Under 5% | 2026 |
| Hcm Holdings Inc. Control | Owner | Over 75% | 2021 |
| John Ward Harrison Control | Chief Compliance Officer | Under 5% | 2024 |
| John Ward Harrison Control | Indirect Owner | 25-50% | 2021 |
Frequently asked questions
How much does Elevation Advisory Partners LLC manage?
Elevation Advisory Partners LLC reports $226 million in regulatory assets under management on its Form ADV.
How many employees does Elevation Advisory Partners LLC have?
Elevation Advisory Partners LLC reports 5 employees.
Where is Elevation Advisory Partners LLC located?
Elevation Advisory Partners LLC is based in Orlando, FL and has been SEC-registered since 2021.
Does Elevation Advisory Partners LLC disclose fund performance?
Elevation Advisory Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817 |
| Phone | 913-827-4588 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226M▲ 10%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$226Mregulatory AUM
Discretionary $226M