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Echelons Capital, LLC

● SEC registered since 2023CRD 325781SEC# 801-127673Park City, UT
Export (members)
Reg. AUM
$127.1M
Employees
2
Accounts
128
Location
Park City, UT

Echelons Capital, LLC assets under management

Echelons Capital, LLC is an investment advisory firm registered with the SEC based in Park City, UT. The firm has been registered since 2023. It reports $127.1 million in regulatory assets under management and employs 2 people.
echelonscapital.comView on SEC.gov ↗

Echelons Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brett Thomas Leahy ControlPartner And Cco/Coo25-50%2023
John Patrick Rudio ControlPartnerOver 75%2023

Frequently asked questions

How much does Echelons Capital, LLC manage?

Echelons Capital, LLC reports $127.1 million in regulatory assets under management on its Form ADV.

How many employees does Echelons Capital, LLC have?

Echelons Capital, LLC reports 2 employees.

Where is Echelons Capital, LLC located?

Echelons Capital, LLC is based in Park City, UT and has been SEC-registered since 2023.

Does Echelons Capital, LLC disclose fund performance?

Echelons Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2078 Prospector Avenue, Suite 4, Park City, UT 84060
Phone706-372-4218
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.1M
Non-discretionary$0
Total (RAUM)$127.1M