Elevate Capital Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Eagle, CO. Its latest Form ADV filing, dated February 2, 2026, reports $183M in regulatory assets under management, 6 employees, and 566 accounts.
Assets Under Management
$183M
Employees
6
Offices
--
Total Clients
210
Primary office
EAGLE, CO
313 CHAMBERS AVE., SUITE D, EAGLE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
118
2
HNWI
39.0%
82
3
Corporations
2.9%
6
4
Pension Plans
1.0%
2
5
Charitable
1.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of February 2, 2026
Discretionary96.0%
$176M
96% of total RAUM96.0%
Non-discretionary4.0%
$7M
4% of total RAUM4.0%
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$183M
Total Accounts566
10Y AUM Change+$70M (+62.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+2 (+50.0%)
* 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.