Elevation Capital Advisory, LLC
Elevation Capital Advisory, LLC is a Registered Investment Adviser headquartered in Bend, Oregon. Founded in 2015 and SEC-registered since 2017, the firm provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, foundations, corporations, and qualified retirement plans. Their team includes licensed insurance professionals and investment advisor representatives who collaborate to create customized retirement strategies for each client. With around 3 advisors, they serve a broad mix of clients and are focused on providing tailored financial solutions for asset growth and protection.
Investment Strategy
Elevation Capital Advisory emphasizes personalized, goal-driven investment strategies tailored to individual financial objectives and risk tolerance. The firm focuses on durable retirement income, inflation mitigation, minimizing fees, and enhancing tax efficiency. Their approach seeks incremental and consistent asset growth while protecting against downside risk, using diversified portfolios that include stocks, mutual funds, ETFs, and fixed income. They invest across sectors based on careful analysis to increase likelihood of favorable returns, prioritizing active management and market assessments to optimize client portfolios against volatility.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MFUL | COLLABORATIVE INVESTMNT SER | 9.57% | $23.9M | 1,099,287 | $21.43 | $21.73 | -$1.2M |
Q QQQ | INVESCO QQQ TR | 7.13% | $17.8M | 32,269 | $530.58 | $551.64 | +$11.7M |
T TCHP | T ROWE PRICE ETF INC | 5.25% | $13.1M | 288,685 | $43.30 | $45.35 | +$10.0M |
S SCHG | SCHWAB STRATEGIC TR | 4.89% | $12.2M | 417,929 | $29.21 | $29.21 | +$12.2M |
O OEF | ISHARES TR | 4.69% | $11.7M | 38,444 | $293.93 | $304.35 | +$4.7M |