# Elevate Investment Management, LLC

> Elevate Investment Management, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 337862
- Filed as: ELEVATE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337862
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862

## Quick answers

**How is Elevate Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elevate Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Elevate Investment Management, LLC registered with the SEC or a state?**
Elevate Investment Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337862.

**How much does Elevate Investment Management, LLC manage?**
Elevate Investment Management, LLC reports $36,750,994 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Elevate Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (2).

**Does Elevate Investment Management, LLC 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/337862

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $36,750,994
- Discretionary: $36,750,994
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $839,934 |
| High net worth individuals | 9 | $35,911,060 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (0 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)
- [elevateim.com](https://elevateim.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Investment Management, LLC (CRD 337862): Form ADV filing data as of October 2026.