Elevation Advisory Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals (including high‑net‑worth and multi‑generational families), estates, trusts, partnerships and plan sponsors. The firm also offers legacy position management, independent third‑party manager integration, and assets‑under‑advice consulting for products held outside its custodial relationships.
EAP’s investment process combines fundamental and technical analysis and allocates across equities, fixed income, mutual funds, ETFs and, when suitable, alternative investments such as private equity and real‑estate funds; clients can also request ESG/SIS alignment. The firm conducts periodic reviews, implements strategies on a discretionary basis, may use margin or borrowing for certain financing needs, and can act as an ERISA investment manager for retirement‑plan portfolio models.
Distinctive features in the firm’s brochure include its affiliation with a broker‑dealer—several investment adviser representatives are registered reps of Silver Oak Securities and may effect transactions that generate commissions—and that some representatives are licensed insurance agents who may receive insurance commissions. The brochure also discloses that the firm is majority‑owned by HCM Holding, Inc., and describes use of third‑party technology and reporting platforms and delegated manager relationships, all of which create operational and potential conflict‑of‑interest considerations for prospective clients to evaluate.
Client services
Expertise
Fee options
Fee-only: Fixed fee financial planning and consulting services ranging from $500 to $5,000 based on scope and complexity
Main office
See office3505 Lake Lynda Drive, Suite 200
Orlando FL 32817
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Florida · Iowa · Kansas · Louisiana · Missouri · Nebraska · New York · Pennsylvania · Texas
Also doing business as
Elevation Advisory Partners LLC · Harrison Capital Management · Open Road Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John H
Series 63, Series 65
Leawood, KS
Elevation Advisory Partners LLC
John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.
Jordan H
Series 66
Orlando, FL
Elevation Advisory Partners LLC
Jordan Harrison is a financial advisor with Elevation Advisory Partners LLC in Orlando, FL, holding a Series 66 license and two years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Silver Oak Securities, Inc., and has a background that includes positions in retail with URBN brands as well as several years at Louisiana State University. Elevation Advisory Partners provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach combines fundamental and technical analysis across a range of asset classes and offers services including legacy position management and independent third-party manager integration.
Brian T
Series 65
Leawood, KS
Elevation Advisory Partners LLC
Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.
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