Elevate Capital Advisors, Inc.
- Regulatory AUM
- $183M
- Discretionary
- $176M
- Clients
- 210
- Avg AUM / client
- $873K
- Accounts
- 566
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Investments (13F portfolio — 72 positions, $154,608,836)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | ISHS 1-5YR INVS | $18,187,284 | 346,029 | 11.8% | 9.92% |
| 2 | Ishares Tr | 1 3 YR TREAS BD | $14,605,477 | 176,886 | 9.45% | 7.97% |
| 3 | Sprott Asset Management Lp | PHYSICAL GOLD TR | $8,058,950 | 227,397 | 5.21% | 4.4% |
| 4 | Pnc Finl Svcs Group Inc | COM | $5,885,618 | 28,284 | 3.81% | 3.21% |
| 5 | Franco Nev Corp | COM | $5,713,278 | 23,126 | 3.7% | 3.12% |
| 6 | Axis Cap Hldgs Ltd | SHS | $5,405,863 | 53,307 | 3.5% | 2.95% |
| 7 | Travelers Companies Inc | COM | $5,016,035 | 17,197 | 3.24% | 2.74% |
| 8 | Spdr Series Trust | STATE STREET SPD | $4,830,772 | 52,715 | 3.12% | 2.64% |
| 9 | Berkley W R Corp | COM | $4,465,465 | 67,373 | 2.89% | 2.44% |
| 10 | Hershey Co | COM | $3,278,038 | 15,768 | 2.12% | 1.79% |
| 11 | Amazon Com Inc | COM | $3,054,696 | 14,667 | 1.98% | 1.67% |
| 12 | Visa Inc | COM CL A | $3,030,617 | 10,027 | 1.96% | 1.65% |
| 13 | Loews Corp | COM | $2,976,325 | 27,884 | 1.93% | 1.62% |
| 14 | Broadcom Inc | COM | $2,967,167 | 9,587 | 1.92% | 1.62% |
| 15 | Eqt Corp | COM | $2,797,218 | 43,954 | 1.81% | 1.53% |
| 16 | Dollar Gen Corp | COM | $2,675,147 | 22,531 | 1.73% | 1.46% |
| 17 | Coca Cola Co | COM | $2,509,978 | 33,004 | 1.62% | 1.37% |
| 18 | Eli Lilly & Co | COM | $2,505,938 | 2,725 | 1.62% | 1.37% |
| 19 | Apple Inc | COM | $2,422,717 | 9,546 | 1.57% | 1.32% |
| 20 | Asml Hldg Nv | N Y REGISTRY SHS | $2,421,081 | 1,833 | 1.57% | 1.32% |
| 21 | Arch Cap Group Ltd | ORD | $2,410,981 | 25,117 | 1.56% | 1.32% |
| 22 | Alphabet Inc | CAP STK CL A | $2,290,428 | 7,965 | 1.48% | 1.25% |
| 23 | Cme Group Inc | COM | $2,259,309 | 7,650 | 1.46% | 1.23% |
| 24 | Nvidia Corporation | COM | $2,230,249 | 12,788 | 1.44% | 1.22% |
| 25 | Ishares Tr | US SML CAP EQT | $2,225,219 | 29,477 | 1.44% | 1.21% |
Top 25 of 72 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) | 118 | $40.5M | 22.1% |
| High net worth individuals | 82 | $140M | 76.2% |
| Pension and profit sharing plans | 2 | $823K | 0.45% |
| Charitable organizations | 2 | $1.5M | 0.83% |
| Corporations and other businesses | 6 | $849K | 0.46% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Elevate Ventures Nsg Investment Fund, Llc | Venture Capital Fund | Colorado | $1.9M | 37 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schmueser Gordon Meyer, Inc. 401(k) Plan Schmueser Gordon Meyer, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Allen Armstrong | Managing Member/ Chief Compliance Officer | CFP Chartered Financial Consultant | Mar 2017 (9y) | 50% – 75% |
| Shane Rielly Fleury | Managing Member | CFA | Mar 2017 (9y) | 50% – 75% |
| Kyle Garret Lottman | Registered representative | CFA | Nov 2020 (6y) | |
| Thomas Damon | Registered representative | Apr 2023 (3y) | ||
| Christopher Lemoine Silversmith | Registered representative | Jan 2025 (2y) |
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.
Private funds (1, $1.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Elevate Ventures Nsg Investment Fund, Llc | Venture Capital Fund | $1.9M | $50.0K | 37 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schmueser Gordon Meyer, Inc. 401(k) Plan | Schmueser Gordon Meyer, Inc. | 116 | $23.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 984 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • COMMISSIONS FROM INSURANCE SALES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $183M (100% of AUM) May 2026
- Interactive Brokers $44.5M (39% of AUM) Mar 2022
- Empower Retirement $26.0M (20% of AUM) Mar 2021
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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗