Elevation Capital Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated February 19, 2026, reports $253M in regulatory assets under management, 8 employees, 1 office, and 1,471 accounts.
Assets Under Management
$253M
Employees
8
Offices
1 office
Total Clients
631
Primary office
BEND, OR
775 SW BONNETT WAY, SUITE 220, BEND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
570
2
HNWI
9.7%
61
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of February 19, 2026
Discretionary100.0%
$253M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$253M
Total Accounts1,471
10Y AUM Change+$146M (+137.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee79:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.