Echelons Capital, LLC
Echelons Capital, LLC is an SEC-registered ria in Park City, UT with $174.4M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Echelons Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325781, SEC 801-127673, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $174.4M (2026-03-12)
- Firm type
- Ria
- Location
- Park City, UT
- Employees
- 2
- Clients
- 36
- CRD
- 325781
- Ownership
- LEAHY, BRETT, THOMAS; Rudio, John, Patrick
How much AUM does Echelons Capital, LLC have?
Echelons Capital, LLC reported $174.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Echelons Capital, LLC?
Disclosed owners and executives of Echelons Capital, LLC include LEAHY, BRETT, THOMAS, Rudio, John, Patrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.