Shane Fleury has been Managing Member of Elevate Capital Advisors since March 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Elevate Capital Advisors, Inc. is an Eagle, CO firm with $183M under management, 210 clients and 5 advisers in one office, as of its September 2026 filing.
Shane Fleury is Co-Founder, CIO and Portfolio Manager of Elevate Capital Advisors. He manages portfolios for high-net-worth individuals and families, non-profits, and corporations. He began his career in finance at age 19, starting in the mailroom at Nationwide.
- Elevate Capital AdvisorsCurrent– present · 9 yearsWesley Chapel, FL · Adviser representative · Firm CRD 288190
Professional designations
Listed by Elevate Capital Advisors
- CFA
Investment adviser representative registrations
Shane Fleury is registered as an investment adviser representative in Colorado, since June 2017.
- ColoradoSince 23 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 June 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 September 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 November 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 August 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shane Rielly Fleury
- CRD
- 4837994
- Firm
- Elevate Capital Advisors · CRD 288190
- Role
- Managing Member
- Office
- Wesley Chapel, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatecapitaladvisors.com
Where does Shane Fleury work?
Shane Fleury has been Managing Member of Elevate Capital Advisors, Inc. since March 2017, and is a control person of the firm.
Is Shane Fleury a financial advisor?
Yes. Shane Fleury has a current investment-adviser registration in Colorado, through Elevate Capital Advisors since June 2017.
How many years of experience does Shane Fleury have?
Shane Fleury has 21 years in the financial industry, since June 2005, across 1 adviser firm.
What exams has Shane Fleury passed?
Shane Fleury has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 2004. FINRA credited Shane Fleury with the SIE, which began in October 2018.
Where is Shane Fleury based?
Shane Fleury’s registered office is in Wesley Chapel, FL.
Is Shane Fleury registered with FINRA?
No. Shane Fleury has no current broker registration.
Is Shane Fleury a CFA charterholder?
Elevate Capital Advisors lists Shane Fleury with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Shane Fleury’s record?
Search CRD 4837994 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shane Fleury’s full registration record.
