# Elevation Financial Partners, LLC

> Elevation Financial Partners, LLC is a state-registered investment advisory firm in Westerville, OH, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 120906
- Filed as: ELEVATION FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120906
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-financial-partners-llc-westerville-oh-120906

## Quick answers

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

**Where is Elevation Financial Partners, LLC located?**
Elevation Financial Partners, LLC's principal office is in Westerville, OH, according to its Form ADV.

**Is Elevation Financial Partners, LLC registered with the SEC or a state?**
Elevation Financial Partners, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 120906.

**How much does Elevation Financial Partners, LLC manage?**
Elevation Financial Partners, LLC reports $58,742,529 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Elevation Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206).

**Does Elevation Financial 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120906

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $58,742,529
- Discretionary: $58,742,529
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $58,742,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 1999 (26 years)
- Employees: 3 total, 3 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.

### Websites listed on Form ADV (Item 1.I)
- jhmckewen.com
- LinkedIn @john-mckewen-iii-bab18113

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Financial Partners, LLC (CRD 120906): Form ADV filing data as of October 2026.