# Elevated Finance

> Elevated Finance is a state-registered investment advisory firm in Willard, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 21, 2026.

- CRD: 334769
- Filed as: ELEVATED FINANCE
- Legal name: Elevated Finance LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Willard, OH
- Filing period: October 2026
- Form ADV filing dated: February 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334769
- AdvisorCensus page: https://advisorcensus.com/firm/elevated-finance-willard-oh-334769

## Quick answers

**How is Elevated Finance compensated?**
On its Form ADV (Item 5.E, October 2026), Elevated Finance reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Elevated Finance located?**
Elevated Finance's principal office is in Willard, OH, according to its Form ADV.

**Is Elevated Finance registered with the SEC or a state?**
Elevated Finance is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334769.

**How much does Elevated Finance manage?**
Elevated Finance reports $1,634,167 in regulatory assets under management in its Form ADV filing dated February 21, 2026 (100% discretionary).

**What types of clients does Elevated Finance serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); corporations or other businesses not listed above (1).

**Does Elevated Finance 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/334769

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,634,167
- Discretionary: $1,634,167
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $1,598,265 |
| Corporations or other businesses not listed above | 1 | $35,902 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevated Finance (CRD 334769): Form ADV filing data as of October 2026.