Data / Investment advisers / Oregon / Elevation Capital Advisory
Elevation Capital Advisory, Bend, OR: $253 million AUM, SEC registered investment adviser
Elevation Capital Advisory is an SEC registered investment adviser with its main office in Bend, Oregon and reports $253 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 171473
- SEC file number
- 801-118748
- SEC status
- Approved, effective May 18, 2020
- Legal name
- Elevation Capital Advisory, LLC
- Main office
- 775 SW Bonnett Way Suite 220, Bend, OR 97702
- Phone
- (541) 728-0321
- Website
- elevationcapitalstrategies.com
- Regulatory AUM
- $252,899,443 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $252,899,443
- Accounts
- 1,471
- Employees
- 8, 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
- February 19, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 570 | $159.1 million |
| High net worth individuals | 61 | $92.8 million |
| Corporations or other businesses | Fewer than 5 | $989,226 |
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 |
|---|---|---|
| March 2, 2026 | $252.9 million | February 19, 2026 |
| December 1, 2025 | $241.2 million | February 20, 2025 |
Other advisers in Bend
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| JGP Wealth Management, LLC | Bend | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Northwest Quadrant Wealth Management | Bend | $579.7 million | Not listed | adviserinfo.sec.gov |
| Capstone Wealth Management Group, Inc. | Bend | $243 million | Not listed | adviserinfo.sec.gov |
| Stonepine Capital Management, LLC | Bend | $181 million | 1 | adviserinfo.sec.gov |
| Copia Wealth Management | Bend | $157.5 million | Not listed | adviserinfo.sec.gov |
| True Wealth Group | Bend | $151.4 million | Not listed | adviserinfo.sec.gov |
| Cascade Financial Strategies | Bend | $150.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bend, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Elevation Capital Advisory 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.