Elevated Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Draper, UT. Its latest Form ADV filing, dated March 17, 2026, reports $499M in regulatory assets under management, 30 employees, 10 offices, and 2,428 accounts.
Top client segmentIndividuals represent 87.2% of total clients.
Top client categories% of clientsClients
1
Individuals
87.2%
878
2
HNWI
12.7%
128
3
Corporations
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$499Mas of March 17, 2026
Discretionary99.0%
$494M
99% of total RAUM99.0%
Non-discretionary1.0%
$5M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$499M
Total Accounts2,428
10Y AUM Change+$399M (+397.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee34:1
10Y Employee Change+16 (+114.3%)
* 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.