ELEVATED CAPITAL ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC of DRAPER, UT is an SEC-registered investment adviser (CRD 226721). Regulatory assets under management: $499.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Investment cos.

Officers, owners & control persons (7)

NameRoleLocation
Sean Patrick LeeMANAGING MEMBER/OWNER
Scott Michael DouganMANAGING MEMBER?OWNER
Elton David WilcoxCHIEF COMPLIANCE OFFICER
LEE JAN PATRICKMANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/OWNER (+2 more)
WILCOX WILLIAM DAVIDCHIEF COMPLIANCE OFFICER
DOUGAN SCOTT MICHAELCO MANAGER; MANAGING MEMBER; MANAGING MEMBER?OWNER (+1 more)
HERMANN BRIAN PAULCHIEF OPERATIONS OFFICER

Branch offices (20)

Showing 15 of 20 offices.

CityStateEmployeesPhone
PRAIRIE VILLAGEKS49133934724
PRAIRIE VILLAGEKS49133934724
DOYLESTOWNPA22672090274
DOYLESTOWNPA22672090274
1801-639-0095
1801-639-0095
1801-639-0095
18016997431
16037405638
16198362218
16198362218
FT. LAUDERDALEFL16786339786
FT. LAUDERDALEFL16786339786
13038625200
1801-639-0095

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