# Elevation Advisory Partners LLC

> Elevation Advisory Partners LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 312170
- Filed as: ELEVATION ADVISORY PARTNERS LLC
- Also doing business as: HARRISON CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312170
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-advisory-partners-llc-orlando-fl-312170

## Quick answers

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

**How much does Elevation Advisory Partners LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Elevation Advisory Partners LLC located?**
Elevation Advisory Partners LLC's principal office is in Orlando, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Elevation Advisory Partners LLC registered with the SEC or a state?**
Elevation Advisory Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312170.

**How much does Elevation Advisory Partners LLC manage?**
Elevation Advisory Partners LLC reports $226,045,866 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Elevation Advisory Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Elevation Advisory Partners LLC: Regulatory assets under management: $95,472,608 in the October 2021 data and $226,045,866 in the October 2026 data, up 137%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elevation Advisory Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (320); high net worth individuals (58).

**Which custodians does Elevation Advisory Partners LLC use?**
Elevation Advisory Partners LLC'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 Elevation Advisory Partners LLC 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/312170

**What changed in Elevation Advisory Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: 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
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 2.00%.

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: $226,045,866
- Discretionary: $226,045,866
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 320 | $91,119,660 |
| High net worth individuals | 58 | $134,926,206 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IA, KS, LA, MO, NE, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Leawood, KS

### Websites listed on Form ADV (Item 1.I)
- eap-advisors.com
- harrisoncapitalmanagement.com
- LinkedIn @elevation-advisory-partners-ria- 3b68b121a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $95,472,608 | 4 | July 29, 2021 |
| October 2022 | $121,310,915 | 3 | April 15, 2022 |
| October 2023 | $104,145,183 | 3 | September 6, 2023 |
| October 2024 | $171,778,567 | 4 | March 5, 2024 |
| October 2025 | $205,795,570 | 12 | February 6, 2025 |
| October 2026 | $226,045,866 | 5 | September 9, 2026 |

Regulatory assets under management: $95,472,608 in the October 2021 data and $226,045,866 in the October 2026 data, up 137%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- No longer lists the business name Open Road Wealth Management.
- No longer lists an office in Missouri City, TX.

### April 2026
- Employees performing advisory functions went from 7 to 4.
- No longer lists an office in Omaha, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Advisory Partners LLC (CRD 312170): Form ADV filing data as of October 2026.