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Eagle, CO Office

Team
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Elevate Capital Advisors logo

Elevate Capital Advisors

Team

Firm-wide stats for Elevate Capital Advisors

Total advisors

5

Across 2 offices

Clients per advisor

40 Low

Avg AUM per client

$900,485 Typical

HNW client ratio

41% High

About

Elevate Capital Advisors is a five-advisor team managing roughly $183 million for about 200 clients, serving individuals (including high-net-worth clients), families, trusts, business entities and pension plans. The firm provides discretionary and non-discretionary portfolio management, pension consulting and fee-based financial planning.

Elevate pursues active management through proprietary strategies that combine fundamental and technical analysis, formalized in an investment policy statement and implemented with continuous monitoring, rebalancing and block trading across accounts. The firm uses derivatives in separately managed accounts — including covered calls, protective puts and inverse ETFs — typically as hedges or overlays alongside long positions.

What distinguishes Elevate from many peers is its use of performance-based fee arrangements for qualified clients and the side-by-side management of those accounts, a practice that is uncommon among similar team firms. The firm also sponsors a private investment fund and discloses potential conflicts of interest — including an affiliated insurance business that earns commissions — and describes steps it takes to mitigate overlapping fee issues for clients invested in the fund.

Based on Elevate Capital Advisors

Expertise

Active portfolio management Options & derivatives strategies

Based on Elevate Capital Advisors

Occupation focus

Founder/Business Owner

Based on Elevate Capital Advisors

Location

313 Chambers Ave., Suite D

Eagle CO 81631

Advisors at this office

4

Advisors at this office

user avatar

Thomas D

Series 66

Eagle, CO

Elevate Capital Advisors

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Shane F

CFA®, Series 63, Series 66

Eagle, CO

Elevate Capital Advisors

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Kenneth A

CFP®, ChFC®, Series 63, Series 66

Eagle, CO

Elevate Capital Advisors

Kenneth Armstrong Jr. is a CFP® and ChFC® with 26 years of industry experience. He is currently with Elevate Capital Advisors and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Armstrong is also a member and owner of Elevate Insurance Advisors, LLC, where he is active as an insurance agent. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, and it offers discretionary and non-discretionary portfolio management alongside financial planning services.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Christopher S

Series 65, Series 66

Eagle, CO

Elevate Capital Advisors

Christopher Silversmith is a financial advisor at Elevate Capital Advisors in Eagle, CO, holding Series 65 and Series 66 licenses with six years of industry experience. He has worked at Elevate since 2022 and previously at LPL Financial LLC from 2020 to 2022. In addition to his advisory role, Silversmith owns Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, with an emphasis on continuous monitoring and rebalancing, and uses derivatives for hedging within separately managed accounts.

Active portfolio management Options & derivatives strategies Founder/Business Owner
View complete list of advisors at this office
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