# ELEVATED CAPITAL ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC of DRAPER, UT is an SEC-registered investment adviser.

## Registration

- CRD: 226721
- Type: SEC-registered investment adviser
- SEC file number: 801-110864
- Location: 11925 SOUTH 700 EAST, DRAPER, UT, 84020
- Phone: 385-237-3338
- Latest filing: 2026-03-17
- Regulatory AUM: $499.1M
- Discretionary AUM: $494.1M
- Non-discretionary AUM: $5.1M
- Clients: 30
- Accounts: 2,428

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Sean Patrick Lee | MANAGING MEMBER/OWNER | — |
| Scott Michael Dougan | MANAGING MEMBER?OWNER | — |
| Elton David Wilcox | CHIEF COMPLIANCE OFFICER | — |
| LEE JAN PATRICK | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/OWNER (+2 more) | — |
| WILCOX WILLIAM DAVID | CHIEF COMPLIANCE OFFICER | — |
| DOUGAN SCOTT MICHAEL | CO MANAGER; MANAGING MEMBER; MANAGING MEMBER?OWNER (+1 more) | — |
| HERMANN BRIAN PAUL | CHIEF OPERATIONS OFFICER | — |


## Branch offices (20)

_Showing 15 of 20 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PRAIRIE VILLAGE | KS | 4 | 9133934724 |
| PRAIRIE VILLAGE | KS | 4 | 9133934724 |
| DOYLESTOWN | PA | 2 | 2672090274 |
| DOYLESTOWN | PA | 2 | 2672090274 |
| — | — | 1 | 801-639-0095 |
| — | — | 1 | 801-639-0095 |
| — | — | 1 | 801-639-0095 |
| — | — | 1 | 8016997431 |
| — | — | 1 | 6037405638 |
| — | — | 1 | 6198362218 |
| — | — | 1 | 6198362218 |
| FT. LAUDERDALE | FL | 1 | 6786339786 |
| FT. LAUDERDALE | FL | 1 | 6786339786 |
| — | — | 1 | 3038625200 |
| — | — | 1 | 801-639-0095 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226721/similar
- Related entities: https://search.stillhousedata.com/firm/226721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226721

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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.