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Elevation Advisory Partners LLC

● SEC registered since 2021CRD 312170SEC# 801-120658Orlando, FL
Export (members)
Reg. AUM
$205.8M
Employees
12
Accounts
987
Location
Orlando, FL

Elevation Advisory Partners LLC assets under management

Elevation Advisory Partners LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2021. It reports $205.8 million in regulatory assets under management and employs 12 people.
www.eap-advisors.comView on SEC.gov ↗

Elevation Advisory Partners LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian M TruxawChief Operations OfficerUnder 5%2023
Hcm Holdings Inc. ControlOwner50-75%2021
John Ward Harrison ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Elevation Advisory Partners LLC manage?

Elevation Advisory Partners LLC reports $205.8 million in regulatory assets under management on its Form ADV.

How many employees does Elevation Advisory Partners LLC have?

Elevation Advisory Partners LLC reports 12 employees.

Where is Elevation Advisory Partners LLC located?

Elevation Advisory Partners LLC is based in Orlando, FL and has been SEC-registered since 2021.

Does Elevation Advisory Partners LLC disclose fund performance?

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

Contact & registration

Address3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817
Phone913-827-4588
Office hours9a.m. - 4p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$203.8M
Non-discretionary$2M
Total (RAUM)$205.8M