ELEVATION CAPITAL ADVISORY, LLC

ELEVATION CAPITAL ADVISORY, LLC of BEND, OR is an SEC-registered investment adviser (CRD 171473). Regulatory assets under management: $252.9M.

Registration

• CRD: 171473
• SEC file number: 801-118748
• Type: Registered investment adviser
• Location: 775 SW BONNETT WAY, SUITE 220, BEND, OR, 97702
• Phone: (541) 728-0321
• Latest filing: 2026-02-19
• Regulatory AUM: $252.9M
• Discretionary AUM: $252.9M
• Clients: 8
• Accounts: 1,471

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search