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ELEVATED CAPITAL ADVISORS, LLC

DRAPER, UT · CRD 226721 · IAPD ↗ · elevateyourplanning.com · 385-237-3338

$499.1MRegulatory AUM
19Advisory reps
30Employees
0Clients
More than 500Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — ELEVATED CAPITAL ADVISORS, LLC added office(s): 0 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2026 — ELEVATED CAPITAL ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2025 — ELEVATED CAPITAL ADVISORS, LLC grew from 9 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — ELEVATED CAPITAL ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ELEVATED CAPITAL ADVISORS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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