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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha quantumFusion
- Established Date
- 09-29-2011
- Office Locations
- 4
Office Locations
About Elevage Partners, LLC
Elevage Partners is a wealth management firm founded in 2010 providing personalized investment management, retirement planning, and broader financial planning. The team starts with client values and goals, then builds strategies and portfolios that are ETF-heavy and diversified across public funds and other vehicles. Serves individuals and entrepreneurs, with the option to meet virtually or in person across multiple U.S. locations and custody options including Schwab.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEFFERY DELOY POWELL
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #1805180
- Ownership
- 75% or more
LORI DARLENE POWELL
Partner, President
- CRD
- #1620919
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHARLES LAWRENCE COPELAND
Advisor
- CRD
- #3046149
THIERRY HASSE
Partner
- CRD
- #4226946
Vector element
Ridge eagle legacy
- CRD
- #64895
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,824,044 | $206,891 |
| Non-Discretionary | $9,750,037 | $108,334 |
| Total | $154,574,081 | $195,663 |
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Separately Managed Accounts
Total SMA Asset: $154,574,081
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,011,335,573 | 17.7% |
| Public Funds | $2,022,671,147 | 35.4% |
| Corporate - Investment Grade | $1,537,001,521 | 26.9% |
| U.S. Government/Agency | $737,075,079 | 12.9% |
| Cash | $405,676,981 | 7.1% |
| Total | $5,713,760,301 | 100.0% |