Hedge Fund Database

ELEVATED CAPITAL ADVISORS, LLC

Adviser information for ELEVATED CAPITAL ADVISORS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,326 $369.4M
Non-Discretionary 56 $5.9M
Total 2,382 $375.3M

Clients

Type Number RAUM
Individuals 981 $240.3M
HNW Individuals 71 $134.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 9
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed feesREFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-110864
SEC ERA File Number 801-110864
SEC CIK Numbers 1802387
SEC CRD Numbers 226721
Legal Entity Identifier None

Principal Office

11925 SOUTH 700 EAST
DRAPER
UT
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 385-237-3338, Fax: 801-266-2056

Websites

www.linkedin.com/company/elevated-capital-advisors-llc/ www.elevateyourplanning.com

Chief Compliance Officer

ELTON WILCOX
11925 SOUTH 700 EAST
DRAPER
UT
United States
Tel: 385-237-3338
Fax: 801-266-2056
(Full email address available in API data)

Regulatory Contact

BRIAN HERMANN
CHIEF OPERATIONS OFFICER
11925 SOUTH 700 EAST
DRAPER
UT
United States
Tel: 385-237-3338
Fax: 801-266-2056
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LEE, SEAN, PATRICK Individual – MANAGING MEMBER/OWNER 05/2015 50-75%
DOUGAN, SCOTT, MICHAEL Individual – MANAGING MEMBER?OWNER 01/2017 50-75%
SPL FINANCIAL, LLC Domestic Entity – OWNING ENTITY 06/2012 50-75%
GLOBAL PLAINS ADVISORY GROUP, LLC Domestic Entity – OWNING ENTITY 01/2003 50-75%
WILCOX, ELTON, DAVID Individual – CHIEF COMPLIANCE OFFICER 10/2017 < 5%
HERMANN, BRIAN, PAUL Individual – CHIEF OPERATIONS OFFICER 01/2018 < 5%

No. Employees, Historic

20100201920202021202220232024202514 on 4/26/201914 on 6/14/201914 on 8/22/201914 on 12/9/201914 on 1/2/202014 on 1/7/202015 on 3/24/202015 on 5/19/202015 on 5/19/202015 on 6/1/202015 on 6/19/202015 on 6/19/202015 on 11/23/20208 on 3/22/20218 on 4/5/20218 on 7/14/20217 on 3/7/20227 on 4/5/20227 on 4/28/20227 on 5/2/20227 on 7/12/20227 on 11/8/20228 on 3/13/20238 on 9/18/202310 on 3/14/2024

RAUM, Historic

400M200M02019202020212022202320242025153799880 on 4/26/2019153799880 on 6/14/2019153799880 on 8/22/2019153799880 on 12/9/2019153799880 on 1/2/2020153799880 on 1/7/2020225235469 on 3/24/2020225235469 on 5/19/2020225235469 on 5/19/2020225235469 on 6/1/2020225235469 on 6/19/2020225235469 on 6/19/2020225235469 on 11/23/2020287399209 on 3/22/2021287399209 on 4/5/2021287399209 on 7/14/2021368464888 on 3/7/2022368464888 on 4/5/2022368464888 on 4/28/2022368464888 on 5/2/2022368464888 on 7/12/2022368464888 on 11/8/2022311943709 on 3/13/2023311943709 on 9/18/2023375281037 on 3/14/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025553 on 4/26/2019553 on 6/14/2019553 on 8/22/2019553 on 12/9/2019553 on 1/2/2020553 on 1/7/20201581 on 3/24/20201581 on 5/19/20201581 on 5/19/20201581 on 6/1/20201581 on 6/19/20201581 on 6/19/20201581 on 11/23/2020854 on 3/22/2021854 on 4/5/2021854 on 7/14/2021881 on 3/7/2022881 on 4/5/2022881 on 4/28/2022881 on 5/2/2022881 on 7/12/2022881 on 11/8/2022921 on 3/13/2023921 on 9/18/20231052 on 3/14/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 322K 3K 0
ABBVIE INC COM 2M 10K 0
ACCENTURE PLC IRELAND SHS CLASS A 807K 3K 0
ADOBE INC COM 1M 2K 0
ADVANCED MICRO DEVICES INC COM 1M 7K 0
AFLAC INC COM 404K 5K 0
AIM ETF PRODUCTS TRUST US LARCP B20 MAR 1M 37K 0
AIM ETF PRODUCTS TRUST ALLIANZIM US EQT 709K 27K 0
AIM ETF PRODUCTS TRUST US LRGCP B20 FEB 2M 82K 0
AIM ETF PRODUCTS TRUST US LRGCP B20 APR 2M 51K 0
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 520K 20K 0
AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 2M 62K 0
AIM ETF PRODUCTS TRUST U S LRGCP 6M APR 245K 8K 0
ALLIANT ENERGY CORP COM 726K 14K 0
ALPHABET INC CAP STK CL A 249K 1K 0
ALPHABET INC CAP STK CL C 3M 17K 0
ALPS ETF TR RIVERFRONT DYM 2M 92K 0
ALPS ETF TR ACTIVE EQTY OPPT 650K 12K 0
ALPS ETF TR RIVRFRNT STR INC 13M 558K 0
ALPS ETF TR RIVERFRNT DYMC 3M 53K 0
ALTRIA GROUP INC COM 611K 13K 0
AMAZON COM INC COM 2M 11K 0
AMERICAN ELEC PWR CO INC COM 719K 8K 0
AMERICAN EXPRESS CO COM 341K 1K 0
AMERICAN TOWER CORP NEW COM 739K 4K 0
AMGEN INC COM 469K 2K 0
APPLE INC COM 7M 35K 0
APPLIED MATLS INC COM 2M 7K 0
AT&T INC COM 976K 51K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 399K 982 0
BLACKROCK DEBT STRATEGIES FD COM NEW 5M 444K 0
BROADCOM INC COM 1M 868 0
CHEVRON CORP NEW COM 1M 7K 0
CITIZENS FINL GROUP INC COM 683K 19K 0
CMS ENERGY CORP COM 771K 13K 0
COMERICA INC COM 837K 16K 0
COSTCO WHSL CORP NEW COM 1M 1K 0
DISNEY WALT CO COM 653K 7K 0
DOMINION ENERGY INC COM 764K 16K 0
DTE ENERGY CO COM 628K 6K 0
EDISON INTL COM 780K 11K 0
ELI LILLY & CO COM 1M 1K 0
EMERSON ELEC CO COM 867K 8K 0
ENTERGY CORP NEW COM 956K 9K 0
ETF SER SOLUTIONS NATIONWIDE NASDQ 343K 14K 0
ETFS GOLD TR PHYSCL GOLD SHS 3M 152K 0
EVEREST GROUP LTD COM 743K 2K 0
EXELON CORP COM 773K 22K 0
EXXON MOBIL CORP COM 4M 32K 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 820K 17K 0
FIFTH THIRD BANCORP COM 746K 20K 0
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 211K 4K 0
FIRST TR EXCH TRADED FD III RIVR FRNT DYN 485K 7K 0
FIRST TR EXCH TRADED FD III INSTL PFD SECS 8M 408K 0
FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 2M 26K 0
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 1M 58K 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 2M 60K 0
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 932K 12K 0
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 363K 4K 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 45K 0
FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 972K 48K 0
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1M 23K 0
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 3M 75K 0
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 5M 155K 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 244K 1K 0
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 3M 55K 0
FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 1M 80K 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1M 25K 0
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 5M 213K 0
FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 3M 133K 0
FIRST TR MORNINGSTAR DIVID L SHS 5M 121K 0
FIRST TR STOXX EUROPEAN SELE COMMON SHS 656K 56K 0
FIRST TR VALUE LINE DIVID IN SHS 3M 78K 0
FIRSTENERGY CORP COM 605K 16K 0
FLAHERTY & CRUMRINE PFD SECS COM 2M 137K 0
FORD MTR CO DEL COM 848K 68K 0
FRANKLIN RESOURCES INC COM 732K 33K 0
GE AEROSPACE COM NEW 1M 8K 0
GE VERNOVA INC COM 269K 2K 0
GLACIER BANCORP INC NEW COM 762K 20K 0
GLOBAL X FDS US INFR DEV ETF 330K 9K 0
HOME DEPOT INC COM 1M 3K 0
HONEYWELL INTL INC COM 854K 4K 0
HP INC COM 702K 20K 0
HUNTINGTON BANCSHARES INC COM 706K 54K 0
INTERNATIONAL BUSINESS MACHS COM 967K 6K 0
INTERNATIONAL PAPER CO COM 1M 25K 0
INTERPUBLIC GROUP COS INC COM 625K 21K 0
INTUIT COM 952K 1K 0
INTUITIVE SURGICAL INC COM NEW 756K 2K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 30K 0
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 304K 3K 0
INVESCO LTD SHS 625K 42K 0
INVESCO QQQ TR UNIT SER 1 18M 38K 0
ISHARES INC CORE MSCI EMKT 781K 15K 0
ISHARES TR PFD AND INCM SEC 2M 57K 0
ISHARES TR 3 7 YR TREAS BD 3M 30K 0
ISHARES TR USD GRN BOND ETF 218K 5K 0
ISHARES TR GLOBAL EQUITY 556K 13K 0
ISHARES TR RUS 1000 VAL ETF 528K 3K 0
ISHARES TR MSCI USA QLT FCT 10M 58K 0
ISHARES TR U.S. TECH ETF 563K 4K 0
ISHARES TR CORE S&P SCP ETF 313K 3K 0
ISHARES TR 7-10 YR TRSY BD 295K 3K 0
ISHARES TR YLD OPTIM BD 911K 41K 0
ISHARES TR RUS TP200 GR ETF 3M 12K 0
ISHARES TR MSCI EMG MKT ETF 258K 6K 0
ISHARES TR CORE S&P MCP ETF 213K 4K 0
ISHARES TR MSCI USA MMENTM 223K 1K 0
ISHARES TR CORE S&P500 ETF 5M 9K 0
ISHARES TR RUS MD CP GR ETF 358K 3K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 22K 0
KEYCORP COM 817K 57K 0
KIMBERLY-CLARK CORP COM 1M 9K 0
LISTED FD TR TRUESHARES DEC 492K 14K 0
LISTED FD TR TRUESHARES STRUC 245K 8K 0
LISTED FD TR TRUESHARES STRCT 246K 6K 0
LISTED FD TR TRUESHARES NOV 246K 6K 0
LOCKHEED MARTIN CORP COM 497K 1K 0
LOWES COS INC COM 547K 2K 0
LYONDELLBASELL INDUSTRIES N SHS - A - 1M 12K 0
MASTERCARD INCORPORATED CL A 931K 2K 0
MCDONALDS CORP COM 685K 3K 0
MERCK & CO INC COM 693K 6K 0
META PLATFORMS INC CL A 277K 549 0
MICROSOFT CORP COM 5M 12K 0
NEW YORK CMNTY BANCORP INC COM 580K 180K 0
NEWELL BRANDS INC COM 468K 73K 0
NEWMONT CORP COM 779K 19K 0
NISOURCE INC COM 896K 31K 0
NRG ENERGY INC COM NEW 936K 12K 0
NVIDIA CORPORATION COM 1M 9K 0
OGE ENERGY CORP COM 635K 18K 0
OMNICOM GROUP INC COM 674K 8K 0
ONEOK INC NEW COM 901K 11K 0
OREILLY AUTOMOTIVE INC COM 218K 206 0
PAYCHEX INC COM 870K 7K 0
PEPSICO INC COM 997K 6K 0
PFIZER INC COM 608K 22K 0
PHILIP MORRIS INTL INC COM 1M 12K 0
PIMCO CORPORATE & INCM STRG COM 5M 397K 0
PIMCO ETF TR ENHAN SHRT MA AC 2M 20K 0
PIMCO ETF TR 25YR+ ZERO U S 542K 7K 0
PIMCO ETF TR SHTRM MUN BD ACT 352K 7K 0
PIMCO ETF TR ULTRA SHORT GOVT 2M 22K 0
PIMCO ETF TR 15+ YR US TIPS 545K 10K 0
PIMCO ETF TR COMMODITY STRAT 238K 9K 0
PPL CORP COM 628K 23K 0
PRICE T ROWE GROUP INC COM 886K 8K 0
PRINCIPAL FINANCIAL GROUP IN COM 721K 9K 0
PROCTER AND GAMBLE CO COM 272K 2K 0
PROSHARES TR SHRT HGH YIELD 266K 16K 0
PROSPERITY BANCSHARES INC COM 355K 6K 0
PRUDENTIAL FINL INC COM 966K 8K 0
PUBLIC SVC ENTERPRISE GRP IN COM 880K 12K 0
S&P GLOBAL INC COM 822K 2K 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 1M 11K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 2M 23K 0
SELECT SECTOR SPDR TR COMMUNICATION 1M 14K 0
SELECT SECTOR SPDR TR TECHNOLOGY 3M 13K 0
SELECT SECTOR SPDR TR FINANCIAL 953K 23K 0
SELECT SECTOR SPDR TR SBI CONS DISCR 1M 8K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 18K 0
SELECT SECTOR SPDR TR INDL 1M 9K 0
SELECTQUOTE INC COM 45K 16K 0
SERVICENOW INC COM 976K 1K 0
SHELL PLC SPON ADS 704K 10K 0
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 937K 44K 0
SIMPLIFY EXCHANGE TRADED FUN STABLE INCM ETF 296K 12K 0
SIMPLIFY EXCHANGE TRADED FUN INTMD TERM TRSRY 411K 32K 0
SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD 245K 8K 0
SONOCO PRODS CO COM 552K 11K 0
SPDR GOLD TR GOLD SHS 929K 4K 0
SPDR S&P 500 ETF TR TR UNIT 451K 828 0
SPDR SER TR PORTFOLIO S&P500 5M 80K 0
SPDR SER TR PORTFOLIO LN COR 2M 84K 0
SPDR SER TR PRTFLO S&P500 GW 664K 8K 0
SPDR SER TR PRTFLO S&P500 VL 795K 16K 0
SPDR SER TR BLOOMBERG 1-3 MO 2M 20K 0
SPDR SER TR PORTFOLIO SHORT 3M 105K 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 2M 56K 0
STEEL DYNAMICS INC COM 399K 3K 0
TESLA INC COM 2M 9K 0
THERMO FISHER SCIENTIFIC INC COM 827K 1K 0
TOLL BROTHERS INC COM 664K 6K 0
TRUIST FINL CORP COM 746K 19K 0
UNION PAC CORP COM 287K 1K 0
UNITED PARCEL SERVICE INC CL B 557K 4K 0
US BANCORP DEL COM NEW 904K 23K 0
VALERO ENERGY CORP COM 659K 4K 0
VANECK ETF TRUST LONG MUNI ETF 335K 19K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 5M 61K 0
VANECK ETF TRUST GREEN BOND ETF 225K 10K 0
VANECK ETF TRUST FALLEN ANGEL HG 2M 87K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 3M 39K 0
VANGUARD BD INDEX FDS LONG TERM BOND 2M 33K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 5M 61K 0
VANGUARD BD INDEX FDS INTERMED TERM 4M 58K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 5M 103K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 2K 0
VANGUARD INDEX FDS GROWTH ETF 11M 29K 0
VANGUARD INDEX FDS SMALL CP ETF 3M 13K 0
VANGUARD INDEX FDS TOTAL STK MKT 430K 2K 0
VANGUARD INDEX FDS REAL ESTATE ETF 809K 10K 0
VANGUARD INDEX FDS MID CAP ETF 2M 7K 0
VANGUARD INDEX FDS VALUE ETF 7M 46K 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 666K 16K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 69K 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 1M 19K 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 2M 52K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 318K 2K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 9M 181K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 208K 2K 0
VANGUARD WORLD FD MEGA GRWTH IND 689K 2K 0
VANGUARD WORLD FD EXTENDED DUR 354K 5K 0
VERISK ANALYTICS INC COM 1M 4K 0
VERIZON COMMUNICATIONS INC COM 1M 26K 0
VERTIV HOLDINGS CO COM CL A 207K 2K 0
VISA INC COM CL A 1M 6K 0
WALGREENS BOOTS ALLIANCE INC COM 479K 40K 0
WALMART INC COM 209K 3K 0
WATSCO INC COM 857K 2K 0
WEC ENERGY GROUP INC COM 526K 7K 0
WEST PHARMACEUTICAL SVSC INC COM 394K 1K 0
WESTERN UN CO COM 609K 50K 0
WILLIAMS SONOMA INC COM 1M 4K 0