AdvisorCensus / Financial advisors / Georgia / Athens / Elevate Wealth Advisory, Inc.
Elevate Wealth Advisory, Inc. is an SEC-registered investment advisory firm in Athens, GA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Elevate Wealth Advisory, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Elevate Wealth Advisory, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Elevate Wealth Advisory, Inc. charge?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $1,500 to $10,000 (fixed wealth planning fees); Hourly rate: $175 an hour (tax preparation services); Flat fee: $350 (fixed tax preparation fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Elevate Wealth Advisory, Inc. located?
Elevate Wealth Advisory, Inc.'s principal office is in Athens, GA, according to its Form ADV.
Is Elevate Wealth Advisory, Inc. registered with the SEC or a state?
Elevate Wealth Advisory, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 149713.
How much does Elevate Wealth Advisory, Inc. manage?
Elevate Wealth Advisory, Inc. reports $385,513,316 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).
How have Elevate Wealth Advisory, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Elevate Wealth Advisory, Inc.: Regulatory assets under management: $261,347,199 in the October 2021 data and $385,513,316 in the October 2026 data, up 48%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Elevate Wealth Advisory, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (506); high net worth individuals (107); charitable organizations (12).
Which custodians does Elevate Wealth Advisory, Inc. use?
Elevate Wealth Advisory, Inc.'s 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 Wealth Advisory, Inc. 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/149713
Does Elevate Wealth Advisory, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $250,000."
What changed in Elevate Wealth Advisory, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 7 to 10. Regulatory assets under management went from $338,136,673 to $385,513,316 (+14%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000
The brochure's wording
As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $250,000.
Flat fee: $1,500 to $10,000 (fixed wealth planning fees)
The brochure's wording
Fixed wealth planning fees are individually negotiated and range between $1,500 and $10,000 based on the scope and complexity of the arrangement.
Hourly rate: $175 an hour (tax preparation services)
The brochure's wording
Tax preparation services are provided to clients with a current wealth advisory agreement under either an hourly or fixed fee arrangement. Elevate’s hourly tax preparation rate is $175
Flat fee: $350 (fixed tax preparation fees)
The brochure's wording
Fixed tax preparation fees start at $ 350 and increase based on the scope and complexity of the arrangement.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$385,513,316 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- VICKERY FINANCIAL SERVICES, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 13. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $385,513,316 | 13 | March 19, 2026 |
| October 2025 | $338,136,673 | 12 | March 28, 2025 |
| October 2024 | $314,072,325 | 11 | March 28, 2024 |
| October 2023 | $290,883,747 | 9 | March 27, 2023 |
| October 2022 | $312,545,715 | 11 | March 30, 2022 |
| October 2021 | $261,347,199 | 9 | August 23, 2021 |
Regulatory assets under management: $261,347,199 in the October 2021 data and $385,513,316 in the October 2026 data, up 48%.
Total employees: 9 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 7 to 10.
- Regulatory assets under management went from $338,136,673 to $385,513,316 (+14%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Elevate Wealth Advisory, Inc. (CRD 149713): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/elevate-wealth-advisory-inc-athens-ga-149713