A complete list of active advisors currently associated with Elevation Capital Advisory

Warmer can help you find a great advisor at Elevation Capital Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elevation Capital Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.