ELEVATION CAPITAL ADVISORY

775 Sw Bonnett Way
Suite 220
Bend, Oregon 97702
Tel: (541) 728-0321

About ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY, formally registered with the SEC as ELEVATION CAPITAL ADVISORY. The firm was established in 05/18/2020. They have over 2 offices throughout the country.

ELEVATION CAPITAL ADVISORY is a Bend, Oregon based Financial Planning firm with nearly $241,169,331 assets under management, offering retirement planning & investment advisory services to 1733 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171473
SEC#	801-118748
Assets Managed by Firm	$241,169,331
No. of Clients	1733
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1733	$241,169,331
Individuals (other than high net worth individuals)	918	$200,298,937
High net worth individuals	27	$40,071,757
Pension and profit sharing plans	Fewer than 5 clients	$383,627
Corporations or other businesses	Fewer than 5 clients	$415,010

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GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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