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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevation Capital Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevation Capital Advisory invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Elevation Capital Advisory have a minimum investment?","answer":"Yes, Elevation Capital Advisory’s minimum account size for its Asset Management is $300K.","source":"ADV PART 2A, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Elevation Capital Advisory?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevation Capital Advisory get paid?","answer":"Elevation Capital Advisory is paid through a percentage of assets under management and fixed fees. 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`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."}