Elevation Capital Advisory, Llc
- Regulatory AUM
- $253M
- Discretionary
- $253M
- Clients
- 631
- Avg AUM / client
- $401K
- Accounts
- 1,471
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Investments (13F portfolio — 65 positions, $234,910,724)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $28,515,543 | 311,169 | 12.1% | 11.3% |
| 2 | Invesco Qqq Tr | UNIT SER 1 | $10,853,302 | 18,804 | 4.62% | 4.29% |
| 3 | Pimco Etf Tr | 1-5 US TIP IDX | $7,790,482 | 143,984 | 3.32% | 3.08% |
| 4 | Invesco Exch Traded Fd Tr Ii | TAXABLE MUN BD | $7,722,526 | 286,444 | 3.29% | 3.05% |
| 5 | Schwab Strategic Tr | US DIVIDEND EQ | $7,632,732 | 248,785 | 3.25% | 3.02% |
| 6 | Vanguard Malvern Fds | STRM INFPROIDX | $7,531,422 | 150,779 | 3.21% | 2.98% |
| 7 | Ssga Active Etf Tr | STATE STREET ULT | $7,236,231 | 178,670 | 3.08% | 2.86% |
| 8 | Franklin Templeton Etf Tr | US LRG CP MLTFCT | $6,599,706 | 97,571 | 2.81% | 2.61% |
| 9 | Ishares Tr | MSCI USA QLT FCT | $6,464,567 | 33,703 | 2.75% | 2.56% |
| 10 | Spdr Series Trust | STATE STREET SPD | $6,141,090 | 62,722 | 2.61% | 2.43% |
| 11 | Vanguard World Fd | MEGA GRWTH IND | $6,120,084 | 16,656 | 2.61% | 2.42% |
| 12 | First Tr Exchange Traded Alp | COM SHS | $5,985,298 | 49,089 | 2.55% | 2.37% |
| 13 | First Tr Exchange Traded Fd | SHS | $5,500,884 | 108,285 | 2.34% | 2.18% |
| 14 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $5,331,190 | 55,131 | 2.27% | 2.11% |
| 15 | Fidelity Covington Trust | HIGH DIVID ETF | $5,219,079 | 94,480 | 2.22% | 2.06% |
| 16 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $5,021,783 | 99,225 | 2.14% | 1.99% |
| 17 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $4,922,941 | 65,473 | 2.1% | 1.95% |
| 18 | Invesco Exchange Traded Fd T | S&P 500 GARP ETF | $4,699,125 | 43,664 | 2.0% | 1.86% |
| 19 | Rbb Fd Inc | MOTLEY FOL ETF | $4,631,440 | 70,205 | 1.97% | 1.83% |
| 20 | Spdr Series Trust | STATE STREET SPD | $4,442,217 | 25,881 | 1.89% | 1.76% |
| 21 | Ishares Tr | CORE 60/40 BALAN | $4,325,227 | 67,214 | 1.84% | 1.71% |
| 22 | Ishares Tr | MSCI USA MMENTM | $4,228,878 | 17,621 | 1.8% | 1.67% |
| 23 | Invesco Exch Trd Slf Idx Fd | BLOOMBERG PRICIN | $4,184,109 | 48,569 | 1.78% | 1.65% |
| 24 | Ishares Tr | CORE 30/70 CONSE | $4,106,900 | 102,956 | 1.75% | 1.62% |
| 25 | Ishares Tr | RUS TP200 GR ETF | $3,976,537 | 15,980 | 1.69% | 1.57% |
Top 25 of 65 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 570 | $159M | 62.9% |
| High net worth individuals | 61 | $92.8M | 36.7% |
| Corporations and other businesses | Fewer than 5 clients | $989K | 0.39% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Robert Sanford | President And Chief Compliance Officer | Apr 2018 (8y) | 75% or more | |
| Michael Jr. John Angus | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $253M (100% of AUM) Feb 2026
- Fidelity Brokerage Services $1.6M (1% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗