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| Keyboard |
| Elevate Wealth Advisory Inc
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|
|---|---|
| CRD # | 149713 |
| SEC # | 801-77776 |
| CIK # | 0002011651 |
| AUM | 385.5 M (2026-03-19) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 706-353-2728 |
| Address | 2500 Daniells Bridge Rd Athens, GA 30606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 1.4 | ||
| Fortinet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 506 | 123.2 |
| (b) Individuals (high net worth individuals) | 107 | 249.7 |
| (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 | 9 | 9.3 |
| (h) Charitable organizations | 12 | 3.2 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,706 | 385.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,706 | 385.5 |
| Total | 1,706 | 385.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.5 | |
| Total | 1,706 | 385.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011651] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legend Financial Advisors Inc
✚
|
PA | 389.9 M |
|
Vermillion Financial Advisors Inc
✚
|
IL | 386.7 M |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 386.5 M |
|
Alternative Investment Advisors LLC
✚
|
FL | 385.9 M |
|
Realta Investment Advisors Inc
✚
|
DE | 385.4 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |