Elevate Capital Advisors
Elevate Capital Advisors is an SEC-registered mass-market adviser in Eagle, CO with $183.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Elevate Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288190, SEC 801-119997, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $183.3M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Location
- Eagle, CO
- Employees
- 6
- Clients
- 210
- CRD
- 288190
- Ownership
- FLEURY, SHANE, RIELLY; ARMSTRONG, KENNETH, ALLEN
How much AUM does Elevate Capital Advisors have?
Elevate Capital Advisors reported $183.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Elevate Capital Advisors?
Disclosed owners and executives of Elevate Capital Advisors include FLEURY, SHANE, RIELLY, ARMSTRONG, KENNETH, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.