ELEVATED CAPITAL ADVISORS, LLC
CRD #226721 SEC #801-110864 DRAPER, UT 385-237-3338
SEC Registered
Total AUM
$433M
Discretionary
$430.8M
Employees
23
Clients
--
Accounts
2,403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $433M | $430.8M | $2.3M | 23 | 0 |
| Feb 2025 | $375.3M | $369.4M | $5.9M | 10 | 9 |
| Aug 2024 | $375.3M | $369.4M | $5.9M | 10 | 9 |
| Mar 2024 | $375.3M | $369.4M | $5.9M | 10 | 9 |
| Sep 2023 | $311.9M | $297.3M | $14.7M | 8 | 9 |
| Mar 2023 | $311.9M | $297.3M | $14.7M | 8 | 9 |
| Nov 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| Jul 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| May 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| Apr 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| Apr 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| Mar 2022 | $368.5M | $351.5M | $17M | 7 | 9 |
| Jul 2021 | $287.4M | $268M | $19.4M | 8 | 2 |
| Apr 2021 | $287.4M | $268M | $19.4M | 8 | 2 |
| Mar 2021 | $287.4M | $268M | $19.4M | 8 | 2 |
| Nov 2020 | $225.2M | $211.9M | $13.3M | 15 | 2 |
| Jun 2020 | $225.2M | $211.9M | $13.3M | 15 | 2 |
| Jun 2020 | $225.2M | $211.9M | $13.3M | 15 | 2 |
| May 2020 | $225.2M | $211.9M | $13.3M | 15 | 2 |
| Mar 2020 | $225.2M | $211.9M | $13.3M | 15 | 2 |
| Jan 2020 | $153.8M | $149.8M | $4M | 14 | 2 |
| Jan 2020 | $153.8M | $149.8M | $4M | 14 | 2 |
| Dec 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Aug 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Jun 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Apr 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Mar 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Mar 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Mar 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Feb 2019 | $153.8M | $149.8M | $4M | 14 | 2 |
| Jan 2019 | $125.2M | $125.2M | $0 | 14 | 2 |
| Aug 2018 | $125.2M | $125.2M | $0 | 14 | 2 |
| Aug 2018 | $125.2M | $125.2M | $0 | 14 | 2 |
| May 2018 | $125.2M | $125.2M | $0 | 14 | 2 |
| Mar 2018 | $125.2M | $125.2M | $0 | 14 | 2 |
| Feb 2018 | $125.2M | $125.2M | $0 | 14 | 2 |
| Aug 2017 | $100.4M | $100.4M | $0 | 14 | 300 |
| Jul 2017 | $100.4M | $100.4M | $0 | 14 | 300 |
| Jun 2017 | $100.4M | $100.4M | $0 | 14 | 300 |
DateMar 2025
Total AUM$433M
Discretionary$430.8M
Non-Disc.$2.3M
Employees23
Clients0
DateFeb 2025
Total AUM$375.3M
Discretionary$369.4M
Non-Disc.$5.9M
Employees10
Clients9
DateAug 2024
Total AUM$375.3M
Discretionary$369.4M
Non-Disc.$5.9M
Employees10
Clients9
DateMar 2024
Total AUM$375.3M
Discretionary$369.4M
Non-Disc.$5.9M
Employees10
Clients9
DateSep 2023
Total AUM$311.9M
Discretionary$297.3M
Non-Disc.$14.7M
Employees8
Clients9
DateMar 2023
Total AUM$311.9M
Discretionary$297.3M
Non-Disc.$14.7M
Employees8
Clients9
DateNov 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateJul 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateMay 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateApr 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateApr 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateMar 2022
Total AUM$368.5M
Discretionary$351.5M
Non-Disc.$17M
Employees7
Clients9
DateJul 2021
Total AUM$287.4M
Discretionary$268M
Non-Disc.$19.4M
Employees8
Clients2
DateApr 2021
Total AUM$287.4M
Discretionary$268M
Non-Disc.$19.4M
Employees8
Clients2
DateMar 2021
Total AUM$287.4M
Discretionary$268M
Non-Disc.$19.4M
Employees8
Clients2
DateNov 2020
Total AUM$225.2M
Discretionary$211.9M
Non-Disc.$13.3M
Employees15
Clients2
DateJun 2020
Total AUM$225.2M
Discretionary$211.9M
Non-Disc.$13.3M
Employees15
Clients2
DateJun 2020
Total AUM$225.2M
Discretionary$211.9M
Non-Disc.$13.3M
Employees15
Clients2
DateMay 2020
Total AUM$225.2M
Discretionary$211.9M
Non-Disc.$13.3M
Employees15
Clients2
DateMar 2020
Total AUM$225.2M
Discretionary$211.9M
Non-Disc.$13.3M
Employees15
Clients2
DateJan 2020
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateJan 2020
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateDec 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateAug 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateJun 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateApr 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateMar 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateMar 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateMar 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateFeb 2019
Total AUM$153.8M
Discretionary$149.8M
Non-Disc.$4M
Employees14
Clients2
DateJan 2019
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateAug 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateAug 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateMay 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateMar 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateFeb 2018
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees14
Clients2
DateAug 2017
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees14
Clients300
DateJul 2017
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees14
Clients300
DateJun 2017
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees14
Clients300