Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC (CRD# 226721) is a financial advisory firm headquartered in Sandy, UT. They manage $311,943,709 in 2,139 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management312MILLION
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Total Number of Accounts2,139ACCOUNTS
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Average Account Value$145,836
- 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
Brandon Booth (CRD# 7355515) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Forth Worth, TX and has over 2 years of experience in the finance industry.
Darrin Brown (CRD# 851186) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
Ronald Fredette (CRD# 1818461) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Dover, NH and has over 21 years of experience in the finance industry.
Colby Gillies (CRD# 7145218) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 2 years of experience in the finance industry.
Raul Gomez (CRD# 7667519) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has 1 year of experience in the finance industry.
Ralph Horne (CRD# 7391666) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in North Salt Lake, UT and has 1 year of experience in the finance industry.
Andrzej Mitkowski (CRD# 7600317) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has 1 year of experience in the finance industry.
Tyler Moison (CRD# 6950430) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Prairie Villiage, KS and has over 3 years of experience in the finance industry. Tyler Moison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Judah Sworney (CRD# 7659832) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Newnan, GA and has 1 year of experience in the finance industry.