ECHELONS CAPITAL, LLC

ECHELONS CAPITAL, LLC of PARK CITY, UT is an SEC-registered investment adviser (CRD 325781). Regulatory assets under management: $174.4M.

Registration

• CRD: 325781
• SEC file number: 801-127673
• Type: Registered investment adviser
• Location: 2078 PROSPECTOR AVENUE, SUITE 4, PARK CITY, UT, 84060
• Phone: 706-372-4218
• Latest filing: 2026-03-12
• Regulatory AUM: $174.4M
• Discretionary AUM: $174.4M
• Clients: 2
• Accounts: 164

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search