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ELEVATION ADVISORY PARTNERS LLC

ORLANDO, FL · CRD 312170 · IAPD ↗ · harrisoncapitalmanagement.com · 913-827-4588

$226.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
October 2026 — ELEVATION ADVISORY PARTNERS LLC changed its website from eap-advisors.com to harrisoncapitalmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
July 2026 — ELEVATION ADVISORY PARTNERS LLC changed its website from harrisoncapitalmanagement.com to eap-advisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2026 — ELEVATION ADVISORY PARTNERS LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2025 — ELEVATION ADVISORY PARTNERS LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — ELEVATION ADVISORY PARTNERS LLC notice-filed in AZ, CA, IA, LA, MO, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — ELEVATION ADVISORY PARTNERS LLC now reports custody of client assets ($43.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
March 2025 — ELEVATION ADVISORY PARTNERS LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — ELEVATION ADVISORY PARTNERS LLC moved its main office from LONGWOOD, FL to ORLANDO, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2024 — ELEVATION ADVISORY PARTNERS LLC reported RAUM up 65% ($104.1M -> $171.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — ELEVATION ADVISORY PARTNERS LLC grew from 2 to 4 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.