# Elevate Capital Advisors

> 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.

- CRD: 288190
- Filed as: ELEVATE CAPITAL ADVISORS
- Legal name: Elevate Capital Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eagle, CO
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288190
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-capital-advisors-eagle-co-288190

## Quick answers

**How is Elevate Capital Advisors compensated?**
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.

**Where is Elevate Capital Advisors located?**
Elevate Capital Advisors' principal office is in Eagle, CO, according to its Form ADV.

**Is Elevate Capital Advisors registered with the SEC or a state?**
Elevate Capital Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288190.

**How much does Elevate Capital Advisors manage?**
Elevate Capital Advisors reports $183,285,397 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (96% discretionary).

**How have Elevate Capital Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Elevate Capital Advisors serve?**
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).

**Which custodians does Elevate Capital Advisors use?**
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.

**Does Elevate Capital Advisors report any disciplinary disclosures?**
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

**What changed in Elevate Capital Advisors' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $183,285,397
- Discretionary: $175,979,932
- Non-discretionary: $7,305,465

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $40,518,050 |
| High net worth individuals | 82 | $139,578,997 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $822,955 |
| Charitable organizations | 2 | $1,516,173 |
| Corporations or other businesses not listed above | 6 | $849,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, LA, MN, NJ, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevatecapitaladvisors.com
- LinkedIn @elevate-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,993,467 | 6 | March 26, 2021 |
| October 2022 | $113,721,519 | 5 | March 22, 2022 |
| October 2023 | $119,113,926 | 5 | March 16, 2023 |
| October 2024 | $139,761,945 | 6 | March 11, 2024 |
| October 2025 | $156,486,120 | 6 | June 6, 2025 |
| October 2026 | $183,285,397 | 6 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NJ.

### June 2026
- Registered or notice-filed in NV.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $156,486,120 to $183,285,397 (+17%).

### January 2026
- No longer registered or notice-filed in NH, NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Capital Advisors (CRD 288190): Form ADV filing data as of October 2026.