TEAM Elevated Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,635,804
Clients
67
Advisors
2
of 2 employees
About
Team Elevated Asset Management is a small, privately owned advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plans, charitable organizations and business entities, managing roughly $34.9 million across about 67 client accounts with a two-person advisory team. It provides discretionary portfolio management through its proprietary Team Elevated Asset Management Program, offering bundled wrap-fee management in which the firm acts as both program sponsor and portfolio manager.
The firm blends fundamental and technical analysis with tactical asset-allocation, tailoring portfolios to client objectives and risk tolerances and reviewing accounts at least quarterly for rebalancing. Portfolios may include ETFs, mutual funds, common stocks, REITs, BDCs, fixed income, and option strategies, and TEAM may at times use concentrated positions, margin, leverage, leveraged/inverse ETFs, hedging and other derivatives or hold cash strategically.
A noteworthy characteristic is that TEAM itself sponsors the wrap-fee program it manages, a structure that is relatively uncommon among similar supported firms and means it handles execution and program administration internally rather than using outside portfolio managers. The firm is relatively new and small, and its principals maintain outside industry affiliations (including broker-dealer registration and insurance licensure) and receive custodial platform benefits disclosed in the brochure, items the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $2,000,000: 2.00% $2,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% Above $10,000,000+: 0.75%
Main office
100 E Thousand Oaks Blvd, Suite 140
Thousand Oaks CA 91360
Advisors at this office
2
Most active in
California · Nevada
Also doing business as
Team Elevated Asset Management · Team Elevated Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Kon S
Series 66
Thousand Oaks, CA
TEAM Elevated Asset Management
Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley and several asset management firms. Outside of his advisory work, he serves as CFO of a wealth management company. TEAM Elevated Asset Management is a privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages approximately $34.9 million across about 67 client accounts, offering discretionary portfolio management through its proprietary wrap-fee program that integrates fundamental and technical analysis with tactical asset allocation.
James Y
CFP®, Series 66
Thousand Oaks, CA
TEAM Elevated Asset Management
James Yoo is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently with TEAM Elevated Asset Management in Thousand Oaks, CA, where he serves as president, CEO, managing director of wealth management, and chief compliance officer. His prior experience includes roles at Emerson Equity LLC, GNH Global Management, Inc., and Colorado Financial Service Corporation. Yoo also serves on the board of GNH Global Management, a consulting firm advising South Korean companies on institutional real estate and renewable energy projects. TEAM Elevated Asset Management is a privately owned advisory firm managing approximately $34.9 million across 67 client accounts. The firm provides discretionary portfolio management through a proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.
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