Data / Investment advisers / Utah / Echelons Capital, LLC
Echelons Capital, LLC, Park City, UT: $174 million AUM, SEC registered investment adviser
Echelons Capital, LLC is an SEC registered investment adviser with its main office in Park City, Utah and reports $174 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325781
- SEC file number
- 801-127673
- SEC status
- Approved, effective April 18, 2023
- Main office
- 2078 Prospector Avenue Suite 4, Park City, UT 84060
- Phone
- (706) 372-4218
- Website
- echelonscapital.com
- Regulatory AUM
- $174,388,110 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $174,388,110
- Accounts
- 164
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $148.4 million |
| Corporations or other businesses | 2 | $18.4 million |
| Individuals (other than high net worth individuals) | 16 | $7.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $174.4 million | March 12, 2026 |
| December 1, 2025 | $127.1 million | November 25, 2025 |
Other advisers in Park City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| DW Healthcare Partners | Park City | $2.74 billion | 12 | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | $244.7 million | 2 | adviserinfo.sec.gov |
| Alpha Wealth Funds, LLC | Park City | $214.1 million | 5 | adviserinfo.sec.gov |
| Retv Management, LLC | Park City | Not listed | 12 | adviserinfo.sec.gov |
| DN Capital (US), Inc | Park City | Not listed | 11 | adviserinfo.sec.gov |
| Belief, LLC | Park City | Not listed | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Park City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Echelons Capital, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.