ELEVATE CAPITAL ADVISORS, INC.
Legal name: ELEVATE CAPITAL ADVISORS
CRD #288190 SEC #801-119997 EAGLE, CO 970-328-7526
SEC Registered Private Funds
Total AUM
$156.5M
Discretionary
$147.3M
Employees
6
Clients
101
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $156.5M | $147.3M | $9.2M | 6 | 0 |
| May 2025 | $156.5M | $147.3M | $9.2M | 6 | 0 |
| Feb 2025 | $156.5M | $147.3M | $9.2M | 6 | 0 |
| Feb 2025 | $156.5M | $147.3M | $9.2M | 6 | 0 |
| Jan 2025 | $139.8M | $126.3M | $13.5M | 6 | 4 |
| Mar 2024 | $139.8M | $126.3M | $13.5M | 6 | 4 |
| Mar 2024 | $139.8M | $126.3M | $13.5M | 6 | 4 |
| Mar 2024 | $139.8M | $126.3M | $13.5M | 6 | 4 |
| Nov 2023 | $119.1M | $105.6M | $13.5M | 5 | 1 |
| Mar 2023 | $119.1M | $105.6M | $13.5M | 5 | 1 |
| Mar 2022 | $113.7M | $105.3M | $8.4M | 5 | 5 |
| Mar 2021 | $127M | $88.1M | $38.9M | 6 | 2 |
| Jan 2021 | $113M | $105M | $8M | 4 | 2 |
| Nov 2020 | $113M | $105M | $8M | 4 | 2 |
DateJun 2025
Total AUM$156.5M
Discretionary$147.3M
Non-Disc.$9.2M
Employees6
Clients0
DateMay 2025
Total AUM$156.5M
Discretionary$147.3M
Non-Disc.$9.2M
Employees6
Clients0
DateFeb 2025
Total AUM$156.5M
Discretionary$147.3M
Non-Disc.$9.2M
Employees6
Clients0
DateFeb 2025
Total AUM$156.5M
Discretionary$147.3M
Non-Disc.$9.2M
Employees6
Clients0
DateJan 2025
Total AUM$139.8M
Discretionary$126.3M
Non-Disc.$13.5M
Employees6
Clients4
DateMar 2024
Total AUM$139.8M
Discretionary$126.3M
Non-Disc.$13.5M
Employees6
Clients4
DateMar 2024
Total AUM$139.8M
Discretionary$126.3M
Non-Disc.$13.5M
Employees6
Clients4
DateMar 2024
Total AUM$139.8M
Discretionary$126.3M
Non-Disc.$13.5M
Employees6
Clients4
DateNov 2023
Total AUM$119.1M
Discretionary$105.6M
Non-Disc.$13.5M
Employees5
Clients1
DateMar 2023
Total AUM$119.1M
Discretionary$105.6M
Non-Disc.$13.5M
Employees5
Clients1
DateMar 2022
Total AUM$113.7M
Discretionary$105.3M
Non-Disc.$8.4M
Employees5
Clients5
DateMar 2021
Total AUM$127M
Discretionary$88.1M
Non-Disc.$38.9M
Employees6
Clients2
DateJan 2021
Total AUM$113M
Discretionary$105M
Non-Disc.$8M
Employees4
Clients2
DateNov 2020
Total AUM$113M
Discretionary$105M
Non-Disc.$8M
Employees4
Clients2