{"url":"https://nivawealth.com/firms/elevation-advisory-partners-312170","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312170","regulatoryAum":226045866,"crd":"312170","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3176071","suffix":"III","lastName":"HARRISON","firstName":"JOHN","middleName":"WARD"},{"crd":"7388884","suffix":null,"lastName":"HARRISON","firstName":"JORDAN","middleName":"R"},{"crd":"7619457","suffix":null,"lastName":"Truxaw","firstName":"Brian","middleName":"M"}],"total":3,"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":"2021-07-29","regulatoryAum":95472608,"clients":519,"employees":4,"offices":3},{"filedOn":"2022-04-15","regulatoryAum":121310915,"clients":519,"employees":3,"offices":3},{"filedOn":"2023-08-09","regulatoryAum":104145183,"clients":657,"employees":3,"offices":2},{"filedOn":"2024-03-05","regulatoryAum":171778567,"clients":886,"employees":4,"offices":2},{"filedOn":"2025-02-06","regulatoryAum":205795570,"clients":987,"employees":12,"offices":4},{"filedOn":"2026-09-09","regulatoryAum":226045866,"clients":378,"employees":5,"offices":2}],"secFileNumber":"801-120658","legalName":"Elevation 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elevation Advisory Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Elevation Advisory Partners charge?","answer":"Elevation Advisory Partners charges up to 2.00% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable.","source":"2A BROCHURE, filed 9 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Elevation Advisory Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevation Advisory Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevation Advisory Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Elevation Advisory Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevation Advisory Partners get paid?","answer":"Elevation Advisory Partners is paid through a percentage of assets under management, fixed fees and other compensation. 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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."}