ELEVATED CAPITAL ADVISORS, LLC

DRAPER, Utah·4 registered advisors·CRD# 226721
SEC# 801-1108640385-237-3338
01

Firm Overview

AUM
$375M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ELEVATED CAPITAL ADVISORS, LLC

4 registered advisors
Brian Paul Hermann
DRAPER, Utah
Elton David Wilcox
DRAPER, Utah
Scott Michael Dougan
DRAPER, Utah
Sean Patrick Lee
DRAPER, Utah
05

Office Locations

DRAPER, Utah
4 advisors

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Data sourced from SEC Form ADV filings. ELEVATED CAPITAL ADVISORS, LLC (CRD# 226721) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.