Elevation Advisory Partners Llc
- Regulatory AUM
- $226M
- Discretionary
- $226M
- Clients
- 378
- Avg AUM / client
- $598K
- Accounts
- 1,007
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 320 | $91.1M | 40.3% |
| High net worth individuals | 58 | $135M | 59.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Ward Harrison | Indirect Owner | Feb 2021 (6y) | ≈ 12.5% – 37.5% via Hcm Holdings Inc. | |
| Lynch, Edith, Christina | Chief Compliance Officer | Feb 2021 (6y) | ≈ 12.5% – 37.5% via Montham Holdings Llc | |
| Brian M Truxaw | Chief Operations Officer | Aug 2022 (4y) | Less than 5% | |
| Jordan R Harrison | Registered representative | Dec 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Montham Holdings Llc | Owner | Feb 2021 | A | 50% – 75% |
| Hcm Holdings Inc. | Owner | Feb 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- John Ward Harrison: 25% – 50% of Hcm Holdings Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Lynch, Edith, Christina: 25% – 50% of Montham Holdings Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
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) | 06/23/2026 | 956 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
- • Other fees
- • ANNUAL FINANCIAL PLANNING/CONSULTING RENEWAL
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $210M (93% of AUM) Jun 2026
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: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗