{"url":"https://nivawealth.com/firms/elevage-partners-158386","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158386","regulatoryAum":154574081,"crd":"158386","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3046149","suffix":null,"lastName":"COPELAND","firstName":"CHARLES","middleName":"LAWRENCE"},{"crd":"4226946","suffix":null,"lastName":"HASSE","firstName":"THIERRY","middleName":null},{"crd":"1805180","suffix":null,"lastName":"POWELL","firstName":"JEFFERY","middleName":"DELOY"},{"crd":"1620919","suffix":null,"lastName":"POWELL","firstName":"LORI","middleName":"DARLENE"},{"crd":"2500496","suffix":null,"lastName":"ZEMBO","firstName":"MARK","middleName":"ANTHONY"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":185351045,"clients":209,"employees":8,"offices":3},{"filedOn":"2022-05-10","regulatoryAum":134111589,"clients":180,"employees":10,"offices":2},{"filedOn":"2023-06-01","regulatoryAum":162468255,"clients":362,"employees":11,"offices":3},{"filedOn":"2024-05-08","regulatoryAum":143776268,"clients":371,"employees":10,"offices":7},{"filedOn":"2025-05-15","regulatoryAum":147025159,"clients":371,"employees":10,"offices":7},{"filedOn":"2026-03-27","regulatoryAum":154574081,"clients":368,"employees":8,"offices":7}],"secFileNumber":"801-112475","legalName":"Elevage Partners, LLC","displayName":"Elevage Partners","slug":"elevage-partners-158386","website":"https://elevagepartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/elevage-partners/about/","xUrl":"http://www.twitter.com/elevagepartners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5470 Kietzke Lane, Suite 300","city":"Reno","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89511"},"tradeNames":[],"registration":{"secApproved":"20 February 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":415847.69315068494,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":154574081,"discretionary":144824044,"discretionaryAccounts":700,"nonDiscretionary":9750037,"nonDiscretionaryAccounts":90,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":342,"regulatoryAum":85128884},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":66655524},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":2789673}],"feePrograms":[{"role":"main","program":"Individual portfolio management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030094","versionId":1030094,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-27","documentName":"ELEVAGE PARTNERS, LLC FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":50000,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial Planning","summary":"Fees are set per engagement from total income and planning assets, charged quarterly, with a minimum quarterly fee of $600.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030094","versionId":1030094,"submittedOn":"2026-03-27","documentName":"ELEVAGE PARTNERS, LLC FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:22:23.982287+00:00","documents":[{"name":"ELEVAGE PARTNERS, LLC FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030094","versionId":1030094,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":68371882}],"custodyNote":"Elevage Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Lori Powell","title":"President","crd":"1620919"},{"name":"Jeffery Powell","title":"CCO","crd":"1805180"}],"ownership":[{"label":"Jeffery Powell","detail":"Cco in the 75% or more ownership band and a control person, since January 2011."},{"label":"Auriga Equity Ventures, LLC","detail":"Member/passive investor in the 10% to 25% ownership band, since January 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":3},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"1801 W Deuce of Clubs","city":"Show Low"}]},{"state":"Massachusetts","offices":2,"addresses":[{"street":"819 Worcester Street","city":"Springfield"},{"street":"734 Longmeadow St","city":"Longmeadow"}]},{"state":"Nevada","offices":1,"addresses":[{"street":"5470 Kietzke Lane, Suite 300","city":"Reno","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-725-1622","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"U.S. government/agency bonds","percent":2},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":27},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":3},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158386/PDF/158386.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030094","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Elevage Partners have?","answer":"Elevage Partners has 368 clients and manages $155 million for them, as of March 2026. They include 342 individual clients, 23 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elevage Partners offer?","answer":"Elevage Partners provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Elevage Partners charge?","answer":"Elevage Partners charges 0.50%–1.00% a year for its Individual portfolio management. The fee is billed in advance or in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $50,000.","source":"ELEVAGE PARTNERS, LLC FORM ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Elevage Partners use?","answer":"Elevage Partners’ separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $68.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevage Partners have?","answer":"Elevage Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevage Partners invest in?","answer":"At the end of its last fiscal year, Elevage Partners’ separately managed accounts held 67% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% cash and equivalents. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Elevage Partners have a minimum investment?","answer":"Yes, Elevage Partners’ minimum account size for its Individual portfolio management is $50K. It charges a $5K annual minimum fee.","source":"ELEVAGE PARTNERS, LLC FORM ADV PART 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Elevage Partners?","answer":"Elevage Partners’ direct owners are Jeffery Powell (75% or more) and Auriga Equity Ventures, LLC (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevage Partners get paid?","answer":"Elevage Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Elevage Partners?","answer":"Elevage Partners’ main office is at 5470 Kietzke Lane, Suite 300, Reno, NV 89511. Its phone number is 800-725-1622. Its website is elevagepartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}