ELEVATION CAPITAL ADVISORY, LLC
Legal name: ELEVATION CAPITAL ADVISORY
CRD #171473 SEC #801-118748 BEND, OR (541) 728-0321
SEC Registered
Total AUM
$241.2M
Discretionary
$241.2M
Employees
8
Clients
51
Accounts
1,733
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $241.2M | $241.2M | $0 | 8 | 0 |
| Feb 2025 | $241.2M | $241.2M | $0 | 8 | 0 |
| Mar 2024 | $200.4M | $200.4M | $0 | 8 | 0 |
| Feb 2024 | $191.7M | $191.7M | $0 | 8 | 0 |
| Mar 2023 | $191.7M | $191.7M | $0 | 8 | 0 |
| Mar 2022 | $227M | $216.7M | $10.3M | 10 | 0 |
| Mar 2021 | $164.5M | $164.5M | $0 | 2 | 0 |
| Jun 2020 | $106.6M | $106.6M | $0 | 2 | 0 |
| Apr 2020 | $106.6M | $106.6M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$227M
Discretionary$216.7M
Non-Disc.$10.3M
Employees10
Clients0
DateMar 2021
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0