Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Draper, UT. They manage $375,281,037 in 2,382 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management375MILLION
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Total Number of Accounts2,382ACCOUNTS
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Average Account Value$157,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
Oakley Allen (CRD# 6304237) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 9 years of experience in the finance industry.
Cheryl Battung (CRD# 5513549) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Ridgecrest, CA and has over 15 years of experience in the finance industry.
Christopher Cordova (CRD# 5602828) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 14 years of experience in the finance industry.
Jeff Currie (CRD# 2407176) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Homedale, ID and has over 30 years of experience in the finance industry.
Scott Dougan (CRD# 6291686) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Village, KS and has over 10 years of experience in the finance industry.
Chirho Garcia (CRD# 4688632) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murrieta, CA and has over 20 years of experience in the finance industry.
Brian Hermann (CRD# 6514139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 8 years of experience in the finance industry.
Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 20 years of experience in the finance industry.
Gerard O'neill (CRD# 7112705) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Chalfont, PA and has over 5 years of experience in the finance industry.
Elton Wilcox (CRD# 5067416) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 18 years of experience in the finance industry.