# ELEVATE CAPITAL GROUP, LLC

ELEVATE CAPITAL GROUP, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 332775
- Type: SEC-registered investment adviser
- SEC file number: 801-131140
- Location: 4675 MACARTHUR CT., SUITE 1430, NEWPORT BEACH, CA, 92660
- Phone: 949-577-2578
- Latest filing: 2025-03-31
- Clients: 5

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Jason Michael Rotman | MEMBER | — |
| James Anthony Thornton | CCO | — |
| Stephen John Peterson | OWNER | — |
| John Thomas Irvin | OWNER | — |
| Spencer Colton Spracklen | OWNER | — |
| PETERSON GARY JOHN | OWNER | — |
| ROTMAN JASON MICHAEL | MEMBER | — |
| THORNTON JAMES ANTHONY | CCO | — |
| IRVIN JOHN THOMAS | OWNER | — |
| Spracklen Spencer Colton | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332775/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332775/similar
- Related entities: https://search.stillhousedata.com/firm/332775/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332775

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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.