Elevation Capital Advisory, LLC
● SEC registered since 2020CRD 171473SEC# 801-118748Bend, OR
Reg. AUM
$252.9M
Employees
8
Accounts
1,471
Location
Bend, OR
Elevation Capital Advisory, LLC assets under management
Elevation Capital Advisory, LLC is an investment advisory firm registered with the SEC based in Bend, OR. The firm has been registered since 2020. It reports $252.9 million in regulatory assets under management and employs 8 people.
Elevation Capital Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Robert Sanford | President And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Elevation Capital Advisory, LLC manage?
Elevation Capital Advisory, LLC reports $252.9 million in regulatory assets under management on its Form ADV.
How many employees does Elevation Capital Advisory, LLC have?
Elevation Capital Advisory, LLC reports 8 employees.
Where is Elevation Capital Advisory, LLC located?
Elevation Capital Advisory, LLC is based in Bend, OR and has been SEC-registered since 2020.
Does Elevation Capital Advisory, LLC disclose fund performance?
Elevation Capital Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 775 SW Bonnett Way, Suite 220, Bend, OR 97702 |
| Phone | (541) 728-0321 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1871112 |
| Discloses disciplinary history | No |
Regulatory AUM
$252.9M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$252.9Mregulatory AUM
Discretionary $252.9M