Elevate Capital Group, LLC

CRD 332775SEC# 801-131140Newport Beach, CA

No longer SEC-registered. Elevate Capital Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

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Employees

Accounts

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Location

Newport Beach, CA

Elevate Capital Group, LLC assets under management

Elevate Capital Group, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. It employs 5 people.

View on SEC.gov ↗

Elevate Capital Group, LLC owners & executives

8 reported

Name	Title	Ownership	Since
Elevate Financial & Insurance Services, LLC Control	Managing Member	50-75%	2024
James Anthony Thornton Control	Cco	Under 5%	2024
Jason Michael Rotman	Member	10-25%	2024
████████████	████████████	████████████	$•••

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Frequently asked questions

How many employees does Elevate Capital Group, LLC have?

Elevate Capital Group, LLC reports 5 employees.

Where is Elevate Capital Group, LLC located?

Elevate Capital Group, LLC is based in Newport Beach, CA.

Does Elevate Capital Group, LLC disclose fund performance?

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

Contact & registration

Address	4675 MacArthur Ct., Suite 1430, Newport Beach, CA 92660
Office hours	8 a.m.-5p.m.
Discloses disciplinary history	No