Elevation Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Elevation Advisory Partners reports 378 clients. They include 320 individual clients and 58 high-net-worth individuals. Of its assets, 100.0% ($226M across 1,007 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 40% |
| High-net-worth individuals | 15% | 60% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 320 | $91.1M | 40.3% | $285K |
| High-net-worth individuals | 58 | $135M | 59.7% | $2.33M |
| Total | 378 | $226M | 100% | $598K |
- Clients
- 320
- Regulatory AUM
- $91.1M
- AUM share
- 40.3%
- Avg. per client
- $285K
- Clients
- 58
- Regulatory AUM
- $135M
- AUM share
- 59.7%
- Avg. per client
- $2.33M
Total
- Clients
- 378
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- $598K
- 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
- 1–10
Elevation Advisory Partners charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees for financial planning and consulting range from $500 to $5,000, are negotiable, and renew annually.
- Retirement Plan Services
- Retirement plan advisory fees are negotiated with the plan sponsor and set out in the plan sponsor agreement.
HCM Holdings Inc. owns 75% or more of Elevation Advisory Partners and is in turn owned by John Harrison (25–50%). Brian Truxaw is CEO; the leadership team includes Chief Operating Officer Elena Casanova and Chief Compliance Officer John Harrison. It has 5 employees, 4 of them in advisory roles.
Leadership
Brian TruxawChief Executive Officer
Elena CasanovaChief Operating Officer
John HarrisonChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Elevation Advisory Partners LLC
HCM Holdings Inc.
Control person · since February 2021
- Owns 25% to 50% of HCM Holdings Inc.
John Harrison
Control person · since February 2021
Elevation Advisory Partners’ regulatory assets grew 2.4× from $95.5M (July 2021) to $226M (September 2026); clients fell from 519 to 378 and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $226M | 378 | 5 | 2 |
| February 2025 | $206M | 987 | 12 | 4 |
| March 2024 | $172M | 886 | 4 | 2 |
| August 2023 | $104M | 657 | 3 | 2 |
| April 2022 | $121M | 519 | 3 | 3 |
| July 2021 | $95.5M | 519 | 4 | 3 |
Besides its headquarters, Elevation Advisory Partners has 1 office, with 2 listed addresses in Florida and Kansas.
Florida · 1 listed address
- 3505 Lake Lynda Drive, Suite 200, OrlandoHQ
Kansas · 1 listed address
- 11111 Nall Ave, Leawood
Other business names
Elevation Advisory Partners has reported 1 other business name to the SEC.
- Harrison Capital Management
Contact and registration details
- Legal name
- Elevation Advisory Partners LLC
- Headquarters
- 3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817
- Phone
- 913-827-4588
- SEC file
- 801-120658
- Structure
- Florida LLC
- Fiscal year end
- December
Elevation Advisory Partners uses Charles Schwab ($210M) as custodian for its separately managed accounts. Elevation Advisory Partners has custody of $55.2M in client assets for 236 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $210M100%
At year end, Elevation Advisory Partners’ separately managed accounts were mostly in funds (50%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $97.7M across 48 positions; the largest are Nvidia Corporation (22.8%), Vanguard Whitehall Fds (13.6%) and Apple Inc. (8.4%).
What the accounts hold
- Stocks36%
- Funds50%
- Registered funds49%
- Pooled vehicles1%
- Bonds1%
- Cash8%
- Other4%
- Variable annuities4%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $97.7M
- Reported 13F value
- 48
- Positions
- 69.3%
- In the 10 largest
- −8.8%
- Value vs. prior quarter
- Nvidia Corporation22.8%
- Vanguard Whitehall Fds · High Div Yld13.6%
- Apple Inc.8.4%
- Amazon Com Inc.5.2%
- ARM Holdings PLC · Sponsored ADS4.9%
- First TR Exchange-traded FD · FT Vest Ris4.9%
- Caterpillar Inc.2.7%
- Microsoft Corp.2.5%
- Invesco Qqq TR · Unit Ser 12.2%
- Alphabet Inc. · Cap Stk CL A2.2%
Together, the ten largest are 69.3% of reported value.
How many clients does Elevation Advisory Partners have?
Elevation Advisory Partners has 378 clients and manages $226 million for them, as of September 2026. They include 320 individual clients and 58 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Elevation Advisory Partners offer?
Elevation Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Elevation Advisory Partners charge?
Elevation Advisory Partners charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable.
Which custodians does Elevation Advisory Partners use?
Elevation Advisory Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $210M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Elevation Advisory Partners have?
Elevation Advisory Partners has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are 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 Elevation Advisory Partners invest in?
At the end of its last fiscal year, Elevation Advisory Partners’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 8% cash and equivalents, 4% other, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevation Advisory Partners?
Elevation Advisory Partners is owned through a holding company by John Harrison. Its direct owner is HCM Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Elevation Advisory Partners get paid?
Elevation Advisory Partners is paid through a percentage of assets under management, fixed fees and other compensation. 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 Elevation Advisory Partners?
Elevation Advisory Partners’ main office is at 3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817. Its phone number is 913-827-4588. Its website is harrisoncapitalmanagement.com.