Elevate Financial Llc
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ADV data as of Oct 09, 2025
- Regulatory AUM
- $8.9M
- Discretionary
- $5.0M
- Clients
- 51
- Avg AUM / client
- $174K
- Accounts
- 47
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $5.0M | 56.7% |
| Pension and profit sharing plans | 4 | $3.9M | 43.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Eric Barton | Registered representative | Jul 2015 (11y) |
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) | 10/09/2025 | 1.07 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Adp Broker Dealer, Inc. $3.9M (43% of AUM) Oct 2025
- Mtg, Llc $3.5M (40% of AUM) Oct 2025
- Truist Financial Corp $1.5M (17% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Oct 09, 2025.
View current Form ADV (SEC/IAPD) ↗