ELEVATED CAPITAL ADVISORS, LLC
C20
CRD 226721·SEC 801-110864·DRAPER, UT
AUM
$499.1M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $153.8M
'21 · $225.2M
'22 · $287.4M
'23 · $368.5M
'25 · $433.0M
'26 · $499.1M
'20'26
$153.8M → $499.1M▲ +225%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 12 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 20 advisors
'26 · 19 advisors
'20'26
7 advisors → 19 advisors▲ +171%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
9350 S. 150 E. SUITE 320SANDY, UT 84070
Business
9350 S. 150 E. SUITE 320SANDY, UT 84070
Edgar Recent Filings
13F-HR2026-04-30 · 0001802387-26-000002
13F-HR2026-01-27 · 0001802387-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited