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ELEVATION CAPITAL ADVISORY

BEND, OR · CRD 171473 · IAPD ↗ · elevationcapitalstrategies.com · (541) 728-0321

$252.9MRegulatory AUM
2Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — ELEVATION CAPITAL ADVISORY notice-filed in AZ, CA, NC, NH, TX, UT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.