# Elevation Capital Advisory

> Elevation Capital Advisory is an SEC-registered investment advisory firm in Bend, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 171473
- Filed as: ELEVATION CAPITAL ADVISORY
- Legal name: Elevation Capital Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171473
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-capital-advisory-bend-or-171473

## Quick answers

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

**Where is Elevation Capital Advisory located?**
Elevation Capital Advisory's principal office is in Bend, OR, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Elevation Capital Advisory registered with the SEC or a state?**
Elevation Capital Advisory is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 171473.

**How much does Elevation Capital Advisory manage?**
Elevation Capital Advisory reports $252,899,443 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Elevation Capital Advisory's assets and staff changed since 2021?**
In the Form ADV data for Elevation Capital Advisory: Regulatory assets under management: $164,496,000 in the October 2021 data and $252,899,443 in the October 2026 data, up 54%. Total employees: 2 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elevation Capital Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (570); high net worth individuals (61).

**Which custodians does Elevation Capital Advisory use?**
Elevation Capital Advisory'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 Capital Advisory 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/171473

**Does Elevation Capital Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "ECA requires a minimum of $300,000 to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Elevation Capital Advisory's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

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

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

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> ECA requires a minimum of $300,000 to open an account. In certain instances, the minimum account size may be lowered or waived.

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: $252,899,443
- Discretionary: $252,899,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 570 | $159,103,311 |
| High net worth individuals | 61 | $92,806,906 |
| Corporations or other businesses not listed above | Fewer than 5 | $989,226 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NC, NH, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Medford, OR

### Websites listed on Form ADV (Item 1.I)
- [elevationcapitalstrategies.com](https://elevationcapitalstrategies.com)
- Facebook @ElevationCapitalStrategies
- LinkedIn @elevation-capital-strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,496,000 | 2 | March 30, 2021 |
| October 2022 | $227,019,487 | 10 | March 30, 2022 |
| October 2023 | $191,721,424 | 8 | March 31, 2023 |
| October 2024 | $200,364,978 | 8 | March 27, 2024 |
| October 2025 | $241,169,331 | 8 | February 20, 2025 |
| October 2026 | $252,899,443 | 8 | February 19, 2026 |

Regulatory assets under management: $164,496,000 in the October 2021 data and $252,899,443 in the October 2026 data, up 54%.
Total employees: 2 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Capital Advisory (CRD 171473): Form ADV filing data as of October 2026.