Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC is an SEC-registered mass-market adviser in Draper, UT with $499.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Elevated Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226721, SEC 801-110864, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $499.1M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Draper, UT
- Employees
- 30
- Clients
- 1,007
- CRD
- 226721
- Ownership
- LEE, SEAN, PATRICK; DOUGAN, SCOTT, MICHAEL; WILCOX, ELTON, DAVID; SPL FINANCIAL, LLC; GLOBAL PLAINS ADVISORY GROUP, LLC
How much AUM does Elevated Capital Advisors, LLC have?
Elevated Capital Advisors, LLC reported $499.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Elevated Capital Advisors, LLC?
Disclosed owners and executives of Elevated Capital Advisors, LLC include LEE, SEAN, PATRICK, DOUGAN, SCOTT, MICHAEL, WILCOX, ELTON, DAVID, SPL FINANCIAL, LLC, GLOBAL PLAINS ADVISORY GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.