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| Keyboard |
| Echelons Capital LLC
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|---|---|
| CRD # | 325781 |
| SEC # | 801-127673 |
| CIK # | |
| AUM | 174.4 M (2026-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 706-372-4218 |
| Address | 2078 Prospector Avenue Park City, UT 84060 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 7.5 |
| (b) Individuals (high net worth individuals) | 18 | 148.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 18.4 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 174.4 |
| By Discretionary | ||
| Discretionary | 164 | 174.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 164 | 174.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.4 | |
| Total | 164 | 174.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Providence Legacy Advisors LLC
✚
|
174.8 M | |
|
Odlum Brown USA Investment Management Limited
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|
174.6 M | |
|
SJHL Financial Services LLC
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KS | 174.5 M |
|
Viaquest Advisors LLC
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TX | 174.4 M |
|
ATX Financial Planning LLC
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TX | 174.3 M |
|
Rockhill Advisors LLC
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|
ID | 174.2 M |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 174.1 M |
|
Hanseatic Management Services Inc
✚
|
NM | 174.0 M |
|
Chancellor Wealth Management Inc
✚
|
GA | 174.0 M |
|
Ivanoff Wealth Management Inc
✚
|
CA | 174.0 M |