# ELEVATION CAPITAL ADVISORY, LLC

ELEVATION CAPITAL ADVISORY, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 171473
- Type: SEC-registered investment adviser
- SEC file number: 801-118748
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Robert Sanford | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SANFORD PAUL ROBERT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MEDFORD | OR | 3 | (541) 779-4774 |
| MEDFORD | OR | 3 | (541) 779-4774 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171473/similar
- Related entities: https://search.stillhousedata.com/firm/171473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.