# 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.

- CRD: 149713
- Filed as: ELEVATE WEALTH ADVISORY, INC.
- Also doing business as: VICKERY FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149713
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-wealth-advisory-inc-athens-ga-149713

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $250,000

> 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)

> 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)

> 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)

> Fixed tax preparation fees start at $ 350 and increase based on the scope and complexity of the arrangement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $385,513,316
- Discretionary: $0
- Non-discretionary: $385,513,316

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 506 | $123,165,554 |
| High net worth individuals | 107 | $249,744,500 |
| 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) | 9 | $9,293,870 |
| Charitable organizations | 12 | $3,214,051 |
| 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 | 1 | $95,341 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [elevate-wealth.com](https://elevate-wealth.com)
- Facebook @elevatewealthadvisory
- Instagram @elevatewealthadvisory
- LinkedIn @elevate-wealth-advisory
- YouTube @UCF3Q8NzUqvuIBmnXrIJnc8w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $261,347,199 | 9 | August 23, 2021 |
| October 2022 | $312,545,715 | 11 | March 30, 2022 |
| October 2023 | $290,883,747 | 9 | March 27, 2023 |
| October 2024 | $314,072,325 | 11 | March 28, 2024 |
| October 2025 | $338,136,673 | 12 | March 28, 2025 |
| October 2026 | $385,513,316 | 13 | March 19, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Wealth Advisory, Inc. (CRD 149713): Form ADV filing data as of October 2026.