ELEVATION ADVISORY PARTNERS LLC
CRD #312170 SEC #801-120658 ORLANDO, FL 913-827-4588
SEC Registered
Total AUM
$205.8M
Discretionary
$203.8M
Employees
12
Clients
1
Accounts
987
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRISON, JOHN, WARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, JOHN, WARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, JOHN, WARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Truxaw, Brian, M | I | CHIEF OPERATIONS OFFICER | NA | |
| Truxaw, Brian, M | I | CHIEF OPERATIONS OFFICER | NA | |
| Truxaw, Brian, M | I | CHIEF OPERATIONS OFFICER | NA | |
| Truxaw, Brian, M | I | CHIEF OPERATIONS OFFICER | NA | |
| Truxaw, Brian, M | I | CHIEF OPERATIONS OFFICER | NA | |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| HCM HOLDINGS INC. | DE | OWNER | D | Control |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| MONTHAM HOLDINGS LLC | DE | OWNER | D | |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HARRISON, JOHN, WARD | I | OWNER, INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| HCM HOLDINGS INC. | DE | OWNER | C | Control |
| HCM HOLDINGS INC. | DE | OWNER | C | Control |
| LSCF, LLC | DE | OWNER | C | |
| LSCF, LLC | DE | OWNER | C | |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LYNCH, EDITH, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MONTHAM HOLDINGS LLC | DE | OWNER | C | |
| MONTHAM HOLDINGS LLC | DE | OWNER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHRYSTAN, LINDSEY, LEE | I | LSCF, LLC | C | Control |
| CHRYSTAN, LINDSEY, LEE | I | LSCF, LLC | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| HARRISON, JOHN, WARD | I | HCM HOLDINGS INC. | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
| LYNCH, EDITH, CHRISTINA | I | MONTHAM HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (12)
AZ CA FL IA KS LA MI MO NE NY PA TX
Address
3505 LAKE LYNDA DRIVESUITE 200
ORLANDO, FL 32817
United States
Phone: 913-827-4588