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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| SANFORD, RYAN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (9)
AZ CA ID NC NH OR TX UT WA
Address
775 SW BONNETT WAYSUITE 220
BEND, OR 97702
United States
Phone: (541) 728-0321