ELEVATION ADVISORY PARTNERS LLC
Adviser information for ELEVATION ADVISORY PARTNERS LLC last updated from Form ADV on March 5th, 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 | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 886 | $171.8M |
| Non-Discretionary | 0 | $0 |
| Total | 886 | $171.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 886 | $171.8M |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered representative of a broker-dealer |
Identifiers
| SEC RIA File Number | 801-120658 |
|---|---|
| SEC ERA File Number | 801-120658 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312170 |
| Legal Entity Identifier | None |
Principal Office
3505 LAKE LYNDA DRIVESUITE 200
ORLANDO
FL
United States
Monday - Friday, 10 AM TO 4 PM
Tel: 407-567-1901, Fax: None
Chief Compliance Officer
EDITH C. LYNCH
PARTNER / FINANCIAL ADVISOR
3505 LAKE LYNDA DRIVE
SUITE 200
ORLANDO
FL
United States
Tel:
321-258-2057
E**********@***************M
(Full email address available in API data)
Regulatory Contact
JOHN W HARRISON III
PARTNER
3505 LAKE LYNDA DRIVE
SUITE 200
ORLANDO
FL
United States
Tel:
816-808-3251
J***@***************M
(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 |
|---|---|---|---|---|---|
| LYNCH, EDITH, CHRISTINA | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |
| MONTHAM HOLDINGS LLC | Domestic Entity | – | OWNER | 02/2021 | 50-75% |
| HCM HOLDINGS INC. | Domestic Entity | – | OWNER | 02/2021 | 50-75% |
| LYNCH, EDITH, CHRISTINA | Individual | MONTHAM HOLDINGS LLC | INDIRECT OWNER | 02/2021 | 25-50% |
| HARRISON, JOHN, WARD | Individual | HCM HOLDINGS INC. | INDIRECT OWNER | 02/2021 | 25-50% |
| Truxaw, Brian, M | Individual | – | CHIEF OPERATIONS OFFICER | 06/2023 | < 5% |