{
  "crd_number": 288190,
  "slug": "elevate-capital-advisors-eagle-co-288190",
  "primary_business_name": "ELEVATE CAPITAL ADVISORS",
  "legal_name": "ELEVATE CAPITAL ADVISORS, INC.",
  "dbas": [],
  "city": "Eagle",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "20780",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-12-18",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 183285397.0,
  "raum_discretionary": 175979932.0,
  "raum_non_discretionary": 7305465.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1516173.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40518050.0,
      "count": 118
    },
    "pension_profit_sharing": {
      "raum": 822955.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 139578997.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 849222.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "FL",
    "LA",
    "MN",
    "NJ",
    "NV",
    "TX"
  ],
  "websites": [
    "https://elevatecapitaladvisors.com",
    "https://linkedin.com/company/elevate-capital-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288190",
  "city_as_filed": "EAGLE",
  "url": "https://advisorcensus.com/firm/elevate-capital-advisors-eagle-co-288190",
  "display_name": "Elevate Capital Advisors",
  "summary": "Elevate Capital Advisors is an SEC-registered investment advisory firm in Eagle, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Elevate Capital Advisors (CRD 288190): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Elevate Capital Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevate Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Elevate Capital Advisors located?",
      "a": "Elevate Capital Advisors' principal office is in Eagle, CO, according to its Form ADV."
    },
    {
      "q": "Is Elevate Capital Advisors registered with the SEC or a state?",
      "a": "Elevate Capital Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288190."
    },
    {
      "q": "How much does Elevate Capital Advisors manage?",
      "a": "Elevate Capital Advisors reports $183,285,397 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (96% discretionary)."
    },
    {
      "q": "How have Elevate Capital Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Elevate Capital Advisors: Regulatory assets under management: $126,993,467 in the October 2021 data and $183,285,397 in the October 2026 data, up 44%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Elevate Capital Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (82); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Elevate Capital Advisors use?",
      "a": "Elevate Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevate Capital Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288190"
    },
    {
      "q": "What changed in Elevate Capital Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 126993467.0,
      "total_employees": 6,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 113721519.0,
      "total_employees": 5,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119113926.0,
      "total_employees": 5,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139761945.0,
      "total_employees": 6,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 156486120.0,
      "total_employees": 6,
      "filing_date": "2025-06-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 183285397.0,
      "total_employees": 6,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $156,486,120 to $183,285,397 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NH, NV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/elevate-capital-advisors-eagle-co-288190.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 118,
      "fewer_than_5": false,
      "raum": 40518050.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 139578997.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 822955.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1516173.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 849222.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288190",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}