Elevation Advisory Partners LLC

Elevation Advisory Partners LLC is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning and consulting, retirement plan advisory, third‑party manager selection, and legacy management services to individuals, high‑net‑worth families, estates, trusts, partnerships, and retirement plans. The firm manages a multi‑client book (disclosed regulatory discretionary AUM of about $236.9 million) and may incorporate separately managed accounts, institutional mutual funds and exchange‑traded funds, and alternative investments such as private equity and real estate funds when appropriate.

The firm’s investment process draws on both fundamental and technical analysis and employs a mix of long‑term holding and short‑term income strategies, with cash and margin used selectively based on market outlook and client objectives. Elevation works with clients through an agreed‑upon investment advisory agreement, conducts initial and periodic reviews to align allocations with risk tolerance and goals, and can delegate portfolio implementation and monitoring to Independent Third‑Party Managers when warranted.

A noteworthy feature of Elevation is that several of its investment adviser representatives are dually registered as registered representatives of a broker‑dealer (Silver Oak Securities), and some IARs also maintain insurance licenses; these affiliations mean advisers may be eligible to receive brokerage or insurance commissions in addition to advisory fees, creating potential conflicts of interest that are disclosed in the firm’s brochure. The firm also uses third‑party technology and custody relationships (including Orion and institutional custodians) and presents a hybrid model combining RIA fiduciary services with access to broker‑dealer resources and third‑party managers, an arrangement that is less common among similarly sized team firms.