ELEVATE CAPITAL ADVISORS

313 Chambers Ave.
Suite D
Eagle, Colorado 81631
Tel: 970-328-7526

About ELEVATE CAPITAL ADVISORS

ELEVATE CAPITAL ADVISORS, formally registered with the SEC as ELEVATE CAPITAL ADVISORS. The firm was established in 12/18/2020. They have over 1 offices throughout the country.

ELEVATE CAPITAL ADVISORS is a Eagle, Colorado based Financial Planning firm with nearly $156,486,120 assets under management, offering retirement planning & investment advisory services to 589 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288190
SEC#	801-119997
Assets Managed by Firm	$156,486,120
No. of Clients	589
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (COMMISSIONS FROM INSURANCE SALES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	589	$156,486,120
Individuals (other than high net worth individuals)	109	$34,075,201
High net worth individuals	94	$119,710,519
Pension and profit sharing plans	2	$701,670
Charitable organizations	2	$1,214,351
Corporations or other businesses	8	$784,379

More Retirement Planning firms in Eagle, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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