Elevation Capital Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Elevation Capital Advisory reports 631 clients. They include 570 individual clients and 61 high-net-worth individuals. Of its assets, 100.0% ($253M across 1,471 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 63% |
| High-net-worth individuals | 10% | 37% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 570 | $159M | 62.9% | $279K |
| High-net-worth individuals | 61 | $92.8M | 36.7% | $1.52M |
| Corporations and other businesses | Fewer than 5 | $989K | 0.4% | — |
| Total | 631 | $253M | 100% | — |
- Clients
- 570
- Regulatory AUM
- $159M
- AUM share
- 62.9%
- Avg. per client
- $279K
- Clients
- 61
- Regulatory AUM
- $92.8M
- AUM share
- 36.7%
- Avg. per client
- $1.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $989K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 631
- Regulatory AUM
- $253M
- 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
- 51–100
Elevation Capital Advisory charges 0.80%–1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Fee details and sources
Ryan Sanford owns 75% or more of Elevation Capital Advisory. The leadership team of Elevation Capital Advisory includes President Ryan Sanford. It has 8 employees, 2 of them in advisory roles.
Leadership
- Ryan SanfordPresident and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Michael Jr. John Angus
- Ryan Robert Sanford
Staff
- 8 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Elevation Capital Advisory, LLC
Ryan Sanford
since April 2018
Elevation Capital Advisory’s regulatory assets grew 1.5× from $164M (March 2021) to $253M (February 2026); clients fell from 780 to 631 and employees rose from 2 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $253M | 631 | 8 | 2 |
| February 2025 | $241M | 945 | 8 | 2 |
| March 2024 | $200M | 1,160 | 8 | 2 |
| March 2023 | $192M | 1,076 | 8 | 2 |
| March 2022 | $227M | 934 | 10 | 2 |
| March 2021 | $164M | 780 | 2 | 2 |
Besides its headquarters, Elevation Capital Advisory has 1 office, with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 775 SW Bonnett Way, Suite 220, BendHQ
- 3553 Arrowhead DR., Medford
Contact and registration details
- Legal name
- Elevation Capital Advisory, LLC
- Headquarters
- 775 SW Bonnett Way, Suite 220, Bend, OR 97702
- Phone
- 541-728-0321
- @elevation-capital-strategies
- SEC file
- 801-118748
- Structure
- Oregon LLC
- Fiscal year end
- December
Elevation Capital Advisory uses Charles Schwab ($253M) as custodian for its separately managed accounts. Elevation Capital Advisory has custody of $6.63M in client assets for 20 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $253M100%
At year end, Elevation Capital Advisory’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $259M across 63 positions; the largest are iShares TR (5.6%), Fidelity Covington Trust (4.8%) and iShares TR (4.7%).
What the accounts hold
- Stocks95%
- Cash5%
Reported 13F holdings
- $259M
- Reported 13F value
- 63
- Positions
- 42.5%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- iShares TR · Rus Tp200 GR ETF5.6%
- Fidelity Covington Trust · Momentum Factr4.8%
- iShares TR · Core 30 70 ETF4.7%
- First TR Exchange-traded Alp · Com Shs4.6%
- SPDR Series Trust · ST Str Blo 1 ETF4.2%
- Invesco Exchange Traded FD T · S&P500 Quality4.1%
- iShares TR · MSCI USA Mmentm4.0%
- Invesco Exchange Traded FD T · S&P 500 Garp ETF3.8%
- Invesco Qqq TR · Unit Ser 13.7%
- iShares TR · S&P 100 ETF3.2%
Together, the ten largest are 42.5% of reported value.
How many clients does Elevation Capital Advisory have?
Elevation Capital Advisory has 631 clients and manages $253 million for them, as of February 2026. They include 570 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Elevation Capital Advisory offer?
Elevation Capital Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Elevation Capital Advisory charge?
Elevation Capital Advisory charges 0.80%–1.50% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Which custodians does Elevation Capital Advisory use?
Elevation Capital Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $253M. 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 February 2026
How many financial advisors does Elevation Capital Advisory have?
Elevation Capital Advisory has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 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
What does Elevation Capital Advisory invest in?
At the end of its last fiscal year, Elevation Capital Advisory’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Elevation Capital Advisory have a minimum investment?
Yes, Elevation Capital Advisory’s minimum account size for its Asset Management is $300K.
Who owns Elevation Capital Advisory?
Elevation Capital Advisory’s direct owner is Ryan Sanford (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Elevation Capital Advisory get paid?
Elevation Capital Advisory is paid through a percentage of assets under management 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 Elevation Capital Advisory?
Elevation Capital Advisory’s main office is at 775 SW Bonnett Way, Suite 220, Bend, OR 97702. Its phone number is 541-728-0321. Its website is elevationcapitalstrategies.com.