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Elevation Capital Advisory

Updated today

Client assets under management

$251,910,217

Clients

631

10% high-net worth

Advisors

2

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

316

Very High

Average account size

$399,224

About

Elevation Capital Advisory provides discretionary and non‑discretionary asset management and ongoing financial planning to individual and high‑net‑worth clients, managing roughly $252.9 million for 631 clients. Services include portfolio management, customized asset allocation, and both long‑ and short‑term investment strategies documented in client profiles.

The firm develops investment programs based on each client’s stated goals, time horizon, and risk tolerance, and typically conducts quarterly account reviews that include rebalancing and tax‑loss harvesting opportunities. Methods of analysis cited in the brochure include financial filings and market publications alongside technical analysis and charting, and financial planning is included as part of its asset management offering.

The brochure highlights several features that are less common among peers: ECA operates with a high client load per advisor (631 clients across two advisors), holds no‑fee educational seminars and workshops for the public, and discloses an affiliated insurance business through which the firm’s principal spends about 10% of his time and may offer insurance products for separate compensation. The firm’s materials also note the use of client testimonials in advertising and that clients retain proxy voting authority rather than having ECA vote proxies.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% Above $3,000,000+: 0.80%

Other

Account minimum: $300,000

Main office location

Elevation Capital Advisory

775 Sw Bonnett Way, Suite 220

Bend OR 97702, United States

Number of offices

2

Most active in

Arizona · California · Idaho · New Hampshire · North Carolina · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael Jr. A

Series 65

Bend, OR

Elevation Capital Advisory

Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.

General retirement planning Cash flow / budgeting
user avatar

Ryan S

Series 65

Bend, OR

Elevation Capital Advisory

Ryan Sanford is a Series 65-licensed financial advisor with Elevation Capital Advisory in Bend, OR, where he has worked since 2014. He has 10 years of industry experience and is also involved with Elevation Capital Strategies, Inc., where he spends approximately 20% of his time as an insurance agent specializing in fixed insurance sales. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops, employing a client-specific investment process that includes technical analysis and both long- and short-term strategies.

General retirement planning Cash flow / budgeting
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