ELEVATED CAPITAL ADVISORS, LLC
Latest filing: Mar 13, 2025 (110 days ago)
AUM
$433,034,784
15% change vs. 1 year ago
18% change vs. 3 years ago
92% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
23
130% change vs. 1 year ago
229% change vs. 3 years ago
53% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DRAPER, UT
11925 SOUTH 700 EAST, DRAPER, UT, UNITED STATES, 84020
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 930 | $0.2 |
| Average Individual AUM | $250,330 | |
| HNW | 101 | $0.2 |
| Average HNW AUM | $1,982,458 | |
| Retail Total | 1,031 | $0.4 |
| Average Retail AUM | $420,014 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 38% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 42% | $0.2 |
| Other Pools | 12% | $0.1 |
| Cash | 8% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
26 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEFF CURRIE | DRAPER | UT | S63|1993-12-04|S65|2012-01-07 | ||||||
| BRIAN HERMANN | DRAPER | UT | S65|2015-06-08 | ||||||
| BRANDON BOOTH | DRAPER | UT | S65|2021-02-19 | ||||||
| MICHAEL BLACKMAN | DRAPER | UT | CHARTERED FINANCIAL CONSULTANT | ||||||
| SEAN LEE | DRAPER | UT | S63|2003-05-22|S65|2007-12-06 | ||||||
| CHRISTOPHER CORDOVA | DRAPER | UT | S63|2009-08-08|S65|2015-04-07 | ||||||
| MATTHEW DODD | DRAPER | UT | S66|2014-11-24|S63|2013-05-25 | ||||||
| DANIEL ALLGAIER | DRAPER | UT | S63|2017-04-10 | CERTIFIED FINANCIAL PLANNER | |||||
| RICARDO LEYVA | DRAPER | UT | S65|2020-01-17|S63|2021-10-15 | ||||||
| GERARD O'NEILL | DRAPER | UT | S65|2019-02-23 | ||||||
| COLBY GILLIES | DRAPER | UT | S65|2020-07-25 | ||||||
| ELTON WILCOX | DRAPER | UT | S63|2006-02-10|S65|2017-12-11 | ||||||
| RALPH HORNE | DRAPER | UT | S65|2021-05-07 | ||||||
| JUDAH SWORNEY | DRAPER | UT | S65|2022-09-20 | ||||||
| SCOTT DOUGAN | DRAPER | UT | S65|2014-01-13 | ||||||
| RONALD FREDETTE | DRAPER | UT | S63|2002-02-01|S65|2019-11-25 | ||||||
| TYLER MOISON | DRAPER | UT | S65|2020-02-26 | CERTIFIED FINANCIAL PLANNER | |||||
| CHERYL BATTUNG | DRAPER | UT | S66|2008-05-23 | ||||||
| COOPER PARRY | DRAPER | UT | S65|2023-05-10 | ||||||
| CHIRHO GARCIA | DRAPER | UT | S63|2003-10-14|S65|2008-11-26 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 15% | 10 | 13 | 130% |
| 2023-04-04 | $0.3 | $0.1 | 39% | 8 | 15 | 188% |
| 2022-04-01 | $0.4 | $0.1 | 18% | 7 | 16 | 229% |
| 2021-04-05 | $0.3 | $0.1 | 51% | 8 | 15 | 188% |
| 2020-04-01 | $0.2 | $0.2 | 92% | 15 | 8 | 53% |
| 2019-04-01 | $0.2 | $0.3 | 182% | 14 | 9 | 64% |
| 2018-04-02 | $0.1 | $0.3 | 246% | 14 | 9 | 64% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| UT, AZ-05/22/2018, CA-11/23/2020, CO-04/05/2022, FL-06/01/2020, GA-11/08/2022, IA-04/28/2022, ID-01/15/2019, IL-07/14/2021, KS-12/09/2019, LA-04/05/2022, MA-01/07/2020, ME-05/02/2022, MO-12/09/2019, MT-04/05/2021, NE-04/05/2022, NH-01/02/2020, NJ-02/05/2020, NM-02/26/2025, NV-04/05/2022, OK-08/22/2019, OR-05/19/2020, PA-07/12/2022, TX-03/01/2018, UT-12/09/2019, WA-04/26/2019, WY-03/01/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV