{ "crd_number": 171950, "slug": "elevated-performance-investment-group-llc-charlotte-nc-171950", "primary_business_name": "ELEVATED PERFORMANCE INVESTMENT GROUP, LLC", "legal_name": "ELEVATED PERFORMANCE INVESTMENT GROUP, LLC", "dbas": [], "city": "Charlotte", "state": "NC", "country": "United States", "cbsa_code": "16740", "metro": { "cbsa_code": "16740", "common_name": "Charlotte", "msa_name": "Charlotte-Concord-Gastonia, NC-SC", "path": "/advisors/nc/charlotte" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2014-10-28", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-18", "carried_forward": false, "raum_total": null, "raum_discretionary": null, "raum_non_discretionary": null, "raum_band": "not_reported", "raum_band_label": "Not reported", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 0.0, "count": 0 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 0.0, "count": 0 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "other" ], "advisory_activities": [ "educational_seminars", "financial_planning", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "MI", "NC", "SC", "VA" ], "websites": [ "https://elevatedft.com", "https://elevatedria.com", "https://facebook.com/profile.php?id=100057310035013", "https://linkedin.com/company/40671002/admin", "https://linkedin.com/in/thomas-alvis-09240326", "https://twitter.com/ElevatedFt" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171950", "disclosure_items": [ { "item": "11.D(5)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?" } ], "city_as_filed": "CHARLOTTE", "url": "https://advisorcensus.com/firm/elevated-performance-investment-group-llc-charlotte-nc-171950", "display_name": "Elevated Performance Investment Group, LLC", "summary": "Elevated Performance Investment Group, LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 18, 2026.", "citation": "AdvisorCensus. Elevated Performance Investment Group, LLC (CRD 171950): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Selection of other advisers (including private fund managers)", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Elevated Performance Investment Group, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Elevated Performance Investment Group, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Elevated Performance Investment Group, LLC located?", "a": "Elevated Performance Investment Group, LLC's principal office is in Charlotte, NC, according to its Form ADV." }, { "q": "Is Elevated Performance Investment Group, LLC registered with the SEC or a state?", "a": "Elevated Performance Investment Group, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171950." }, { "q": "Does Elevated Performance Investment Group, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171950" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/elevated-performance-investment-group-llc-charlotte-nc-171950.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171950", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }