# Elevate Financial

> Elevate Financial is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 9, 2025.

- CRD: 172375
- Filed as: ELEVATE FINANCIAL
- Legal name: Elevate Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: October 9, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172375
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375

## Quick answers

**How is Elevate Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Elevate Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elevate Financial located?**
Elevate Financial's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Elevate Financial registered with the SEC or a state?**
Elevate Financial is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 172375.

**How much does Elevate Financial manage?**
Elevate Financial reports $8,898,653 in regulatory assets under management in its Form ADV filing dated October 9, 2025 (57% discretionary).

**What types of clients does Elevate Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Elevate Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172375

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,898,653
- Discretionary: $5,043,670
- Non-discretionary: $3,854,983

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $5,043,670 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,854,983 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevatefin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Financial (CRD 172375): Form ADV filing data as of October 2026.