ELEVATED CAPITAL ADVISORS, LLC

11925 South 700 East
Draper, Utah 84020
Tel: 385-237-3338

About ELEVATED CAPITAL ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC, formally registered with the SEC as ELEVATED CAPITAL ADVISORS, LLC. The firm was established in 07/21/2017. They have over 1 offices throughout the country.

ELEVATED CAPITAL ADVISORS, LLC is a Draper, Utah based Financial Planning firm with nearly $375,281,037 assets under management, offering retirement planning & investment advisory services to 2382 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226721
SEC#	801-110864
Assets Managed by Firm	$375,281,037
No. of Clients	2382
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2382	$375,281,037
Individuals (other than high net worth individuals)	981	$240,348,115
High net worth individuals	71	$134,932,922

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WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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