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ELEVATION CAPITAL ADVISORY, LLC

Doing business as ELEVATION CAPITAL ADVISORY. SEC Form ADV profile.

Total regulatory AUM
$252,899,443
Discretionary
$252,899,443
Non-discretionary
$0

Firm details

CRD number
171473
SEC file number
801-118748
Main office
BEND, OR, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.