Elevation Capital Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Capital Advisory provides discretionary and non‑discretionary asset management and ongoing financial planning to individual and high‑net‑worth clients, managing roughly $252.9 million for 631 clients. Services include portfolio management, customized asset allocation, and both long‑ and short‑term investment strategies documented in client profiles.
The firm develops investment programs based on each client’s stated goals, time horizon, and risk tolerance, and typically conducts quarterly account reviews that include rebalancing and tax‑loss harvesting opportunities. Methods of analysis cited in the brochure include financial filings and market publications alongside technical analysis and charting, and financial planning is included as part of its asset management offering.
The brochure highlights several features that are less common among peers: ECA operates with a high client load per advisor (631 clients across two advisors), holds no‑fee educational seminars and workshops for the public, and discloses an affiliated insurance business through which the firm’s principal spends about 10% of his time and may offer insurance products for separate compensation. The firm’s materials also note the use of client testimonials in advertising and that clients retain proxy voting authority rather than having ECA vote proxies.
Client services
Expertise
Fee options
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% Above $3,000,000+: 0.80%
Account minimum: $300,000
Main office
775 SW Bonnett Way, Suite 220
Bend OR 97702
Advisors at this office
2
Most active in
Arizona · California · Idaho · New Hampshire · North Carolina · Oregon · Texas · Utah · Washington
Also doing business as
Elevation Capital Advisory · Elevation Capital Advisory, LLC · Mendell, Peter C
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Michael Jr. A
Series 65
Bend, OR
Elevation Capital Advisory
Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.
Ryan S
Series 65
Bend, OR
Elevation Capital Advisory
Ryan Sanford is a financial advisor at Elevation Capital Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Elevation Capital Advisory since 2016. Sanford also operates an affiliated insurance business, spending part of his time offering fixed insurance products. Elevation Capital Advisory provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm manages approximately $252.9 million across 631 clients, employing customized asset allocation and regular account reviews that include rebalancing and tax-loss harvesting.
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