|
⚲
|
| Elevated Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 226721 |
| SEC # | 801-110864 |
| CIK # | 0001802387 |
| AUM | $499.1 M (2026-03-17) |
| Employees | 30 (63% Investors, 0% Brokers) |
| Phone | 385-237-3338 |
| Address | 11925 South 700 East Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.7 | ||
| Microsoft Corp | 7.5 | ||
| Nvidia Corp | 6.3 | ||
| PIMCO Corporate & Income Strategy Fund | 4.8 | ||
| Amazon Com Inc | 4.4 | ||
| BlackRock Debt Strategies Fund Inc | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 878 | 250.9 |
| (b) Individuals (high net worth individuals) | 128 | 246.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,428 | 499.1 |
| By Discretionary | ||
| Discretionary | 2,406 | 494.1 |
| Non-Discretionary | 22 | 5.1 |
| Total | 2,428 | 499.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 499.1 | |
| Total | 2,428 | 499.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802387] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.5 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.5 |
|
Pandowealth LLC
✚
|
0.5 | |
|
Presidio Capital Management LLC
✚
|
CA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Schmidt Financial Management Inc
✚
|
WA | 0.5 |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.5 |
|
True Wealth Design LLC
✚
|
OH | 0.5 |