Elevation Capital Advisory
Elevation Capital Advisory is an SEC-registered mass-market adviser in Bend, OR with $252.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Elevation Capital Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171473, SEC 801-118748, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $252.9M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 8
- Clients
- 631
- CRD
- 171473
- Ownership
- SANFORD, RYAN, ROBERT
How much AUM does Elevation Capital Advisory have?
Elevation Capital Advisory reported $252.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Elevation Capital Advisory?
Disclosed owners and executives of Elevation Capital Advisory include SANFORD, RYAN, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.