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).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    2,382
    ACCOUNTS
  • Average Account Value
    $157,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Elevated Capital Advisors, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Oakley J. Allen
CRD#: 6304237
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207

Oakley Allen (CRD# 6304237) 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.

2
Cheryl L. Battung
CRD#: 5513549
Ridgecrest, CA

Cheryl Battung (CRD# 5513549) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Ridgecrest, CA and has over 16 years of experience in the finance industry.

3
Christopher J. Cordova
CRD#: 5602828
11925 South 700 East, Draper, UT 84020

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.

4
Jeff D. Currie
CRD#: 2407176
Homedale, ID

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.

5
Scott M. Dougan
CRD#: 6291686
5200 West 94th Terrace, Suite 208, Prairie Village, KS 66207

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.

6
Chirho S. Garcia
CRD#: 4688632
Murrieta, CA

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.

7
Brian P. Hermann
CRD#: 6514139
11925 South 700 East, Draper, UT 84020

Brian Hermann (CRD# 6514139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 9 years of experience in the finance industry.

8
Sean P. Lee
CRD#: 4529904
11925 South 700 East, Draper, UT 84020

Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 21 years of experience in the finance industry.

9
Gerard J. O'neill
CRD#: 7112705
Chalfont, PA

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.

10
Elton D. Wilcox
CRD#: 5067416
11925 South 700 East, Draper, UT 84020

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.

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