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Scott Michael Dougan

ELEVATED CAPITAL ADVISORS, LLC·DRAPER, Utah
Series 65Clean record12 years registeredELEVATED CAPITAL ADVISORS, LLC
11925 SOUTH 700 EAST, DRAPER, UT 84020CRD# 6291686Firm CRD# 226721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Dougan · DRAPER, UT
Registration
CRD #6291686 · ELEVATED CAPITAL ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ELEVATED CAPITAL ADVISORS, LLC
Jan 2017 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Jan 2014 – May 2017
PRAIRE VILLAGE, KS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 17, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELEVATED CAPITAL ADVISORS, LLC
CRD 226721 · SEC 801-110864
AUM
$375M
Regulatory assets under management
Employees
10
2,382 client accounts
Services offered by ELEVATED CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELEVATED CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Scott Michael Dougan offer?
Scott Michael Dougan specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DRAPER, Utah for a consultation.
What are Scott Michael Dougan's credentials?
Scott Michael Dougan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Dougan located?
Scott Michael Dougan is based in DRAPER, Utah, working with ELEVATED CAPITAL ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Scott Michael Dougan charge for services?
Scott Michael Dougan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from third-party money managers, workshops / semin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEVATED CAPITAL ADVISORS, LLC?
ELEVATED CAPITAL ADVISORS, LLC has approximately 10 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELEVATED CAPITAL ADVISORS, LLC

Brian Paul Hermann
DRAPER, UT
Elton David Wilcox
DRAPER, UT
Sean Patrick Lee
DRAPER, UT

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Research
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