Elevated Capital Advisors, LLC

CRD 226721 · Draper, UT · $499.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 226721
SEC number: 801-110864
Firm type: RIA
Assets under management: $499.1M as of Mar 17, 2026
Website: www.elevateyourplanning.com ↗
Phone: 385-237-3338
Address: 11925 South 700 East, Draper, UT, 84020

Advisors at this firm

21 in our index · page 1 of 1

Oakley James AllenCRD 6304237 · Prairie, KS

IA Registered

Disclosure event(s) on record
Cheryl L BattungCRD 5513549 · Ridgecrest, CA

IA RegisteredRegistration inactive
Darrin Reginald BrownCRD 851186 · Greenwood Village, CO

IA Registered

Disclosure event(s) on record
Michael Christopher BlackmanCRD 7886797 · Chula Vista, CA

IA Registered
Dallin BunnellCRD 8029160 · Draper, UT

IA Registered
Christopher Joseph CordovaCRD 5602828 · Draper, UT

IA Registered
Jeff David CurrieCRD 2407176 · Homedale, ID

IA Registered

Disclosure event(s) on record
Scott Michael DouganCRD 6291686 · Prairie Village, KS

IA Registered
Ronald Robert FredetteCRD 1818461 · Dover, NH

IA Registered
Alexander Robert FredetteCRD 8251342 · Dover, NH

IA Registered
Chirho S GarciaCRD 4688632 · Murrieta, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Colby Bonner GilliesCRD 7145218 · Draper, UT

IA Registered
Ralph C HorneCRD 7391666 · North Salt Lake, UT

IA Registered
Sean Patrick LeeCRD 4529904 · Draper, UT

IA Registered
Tyler James MoisonCRD 6950430 · Prairie Villiage, KS

IA Registered
Gerard Joseph O'neillCRD 7112705 · Chalfont, PA

IA Registered

Disclosure event(s) on record
Lauren Ashley O'neillCRD 7883936 · Chalfont, PA

IA Registered
Cooper James ParryCRD 7771544 · Draper, UT

IA Registered
Judah Joel SworneyCRD 7659832 · Ft. Lauderdale, FL

IA Registered
Elton David WilcoxCRD 5067416 · Draper, UT

IA RegisteredRegistration inactive
Joseph William Richard WildCRD 7908029 · Prairie Village, KS

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 226721 ↗ FINRA BrokerCheck record for firm CRD 226721 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.