Elevate Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Elevate Wealth Advisory reports 635 clients. They include 506 individual clients, 107 high-net-worth individuals and 12 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $386M across 1,706 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 32% |
| High-net-worth individuals | 17% | 65% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 506 | $123M | 31.9% | $243K |
| High-net-worth individuals | 107 | $250M | 64.8% | $2.33M |
| Pension and profit-sharing plans | 9 | $9.29M | 2.4% | $1.03M |
| Charitable organizations | 12 | $3.21M | 0.8% | $268K |
| Corporations and other businesses | Fewer than 5 | $95.3K | 0.0% | $95.3K |
| Total | 635 | $386M | 100% | — |
- Clients
- 506
- Regulatory AUM
- $123M
- AUM share
- 31.9%
- Avg. per client
- $243K
- Clients
- 107
- Regulatory AUM
- $250M
- AUM share
- 64.8%
- Avg. per client
- $2.33M
- Clients
- 9
- Regulatory AUM
- $9.29M
- AUM share
- 2.4%
- Avg. per client
- $1.03M
- Clients
- 12
- Regulatory AUM
- $3.21M
- AUM share
- 0.8%
- Avg. per client
- $268K
- Clients
- Fewer than 5
- Regulatory AUM
- $95.3K
- AUM share
- 0.0%
- Avg. per client
- $95.3K
Total
- Clients
- 635
- Regulatory AUM
- $386M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Elevate Wealth Advisory charges 1.05%–1.65% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Tax preparation
- Tax preparation is billed at $175 an hour with a two-hour minimum, or as a fixed fee starting at $350.
- Wealth planning
- Wealth planning is billed at an hourly rate of $300, or as a fixed fee individually negotiated between $1,500 and $10,000.
Cynthia Rosso owns 75% or more of Elevate Wealth Advisory. The leadership team of Elevate Wealth Advisory includes President Cynthia Rosso and Chief Compliance Officer Clarke Holt. It has 13 employees, 10 of them in advisory roles.
Staff
- 13 employees
- 10 in advisory functions
- 10 state-registered reps
- Owns 75% or more of Elevate Wealth Advisory, Inc.
Cynthia Rosso
Control person · since June 2018
Elevate Wealth Advisory’s regulatory assets grew from $261M (March 2021) to $386M (March 2026); clients rose from 552 to 635 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $386M | 635 | 13 | 1 |
| Mar 2025March 2025 | $338M | 585 | 12 | 1 |
| Mar 2024March 2024 | $314M | 589 | 11 | 1 |
| Mar 2023March 2023 | $291M | 608 | 9 | 1 |
| Mar 2022March 2022 | $313M | 564 | 11 | 1 |
| Mar 2021March 2021 | $261M | 552 | 9 | 1 |
Besides its headquarters, Elevate Wealth Advisory has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 2500 Daniells Bridge RD, Building 200, Suite 2b, AthensHQ
Other business names
Elevate Wealth Advisory has reported 1 other business name to the SEC.
- Vickery Financial Services, Inc.
Contact and registration details
- Legal name
- Elevate Wealth Advisory, Inc.
- Headquarters
- 2500 Daniells Bridge RD, Building 200, Suite 2b, Athens, GA 30606
- Website
- elevate-wealth.com
- Phone
- 706-353-2728
- @elevate-wealth-advisory
- SEC file
- 801-77776
- Structure
- Georgia corporation
- Fiscal year end
- December
Elevate Wealth Advisory’s named custodian for separately managed accounts is Charles Schwab ($337M). Elevate Wealth Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $337M100%
At year end, Elevate Wealth Advisory’s separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $175M across 127 positions; the largest are iShares TR (10.4%), Dimensional ETF Trust (7.9%) and Vanguard Scottsdale Fds (7.4%).
What the accounts hold
- Stocks7%
- Funds92%
- Cash1%
How many clients does Elevate Wealth Advisory have?
Elevate Wealth Advisory has 635 clients and manages $386 million for them, as of March 2026. They include 506 individual clients, 107 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Elevate Wealth Advisory offer?
Elevate Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Elevate Wealth Advisory charge?
Elevate Wealth Advisory charges 1.05%–1.65% for its Investment Management Fees. The brochure does not state whether the rate is annual. The fee is negotiable.
Which custodians does Elevate Wealth Advisory use?
Elevate Wealth Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $337M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Elevate Wealth Advisory have?
Elevate Wealth Advisory has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevate Wealth Advisory invest in?
At the end of its last fiscal year, Elevate Wealth Advisory’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevate Wealth Advisory?
Elevate Wealth Advisory’s direct owner is Cynthia Rosso (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Elevate Wealth Advisory get paid?
Elevate Wealth Advisory 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
How do I contact Elevate Wealth Advisory?
Elevate Wealth Advisory’s main office is at 2500 Daniells Bridge RD, Building 200, Suite 2b, Athens, GA 30606. Its phone number is 706-353-2728. Its website is elevate-wealth.com.