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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- PathwayFusion
- Established Date
- 06-23-2017
- Office Locations
- 5
Office Locations
About Elevate Capital Advisors
Elevate Capital Advisors is an independent RIA (founded 2017) serving high-net-worth individuals and families, family offices, charities, and select organizations with financial planning and discretionary portfolio management. The firm runs a disciplined, risk-first, active equity process combining fundamental valuation work with technical entry/exit rules (risk budgeting and trailing stops). Not product-driven; clients get direct advisor access, with a $500k minimum for traditional portfolio management.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH ALLEN ARMSTRONG JR
Chief Compliance Officer, Managing Member
- CRD
- #3169018
- Ownership
- 50% but less than 75%
SHANE RIELLY FLEURY
Managing Member
- CRD
- #4837994
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Thomas Damon
Investment Operations Associate
- CRD
- #7016699
KYLE GARRET LOTTMAN
Wealth Management Advisor
- CRD
- #6168323
Oak insight
Peak pathway atlas
- CRD
- #86515
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,979,932 | $325,889 |
| Non-Discretionary | $7,305,465 | $280,979 |
| Total | $183,285,397 | $323,826 |
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Separately Managed Accounts
Total SMA Asset: $183,285,397
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,164,347,265 | 27.2% |
| Public Funds | $1,702,832,039 | 21.4% |
| U.S. Government/Agency | $2,498,547,945 | 31.4% |
| Cash | $1,591,431,812 | 20.0% |
| Total | $7,957,159,061 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM SUMMIT UNISON | VECTOR VALUE | DPLYFD2CV | DTC | 9.76% | $57,255,720 |
| PEAK VERTEX | PRIME HARBOR | WJXLXGJPS | TBO | 1.73% | $37,221,293 |
| FUSION NORTH INSIGHT | SIGNAL VECTOR | P5METHFF7 | EDUE | 3.23% | $36,157,225 |
| RIDGE VECTOR VALUE | BRIDGE MATRIX | 86EJJL6HJ | ZPJ | 10.48% | $35,849,695 |
| ZENITH EAGLE QUANTUM | ZENITH CAPITAL | JBKUBFRRO | UVIS | 11.06% | $92,771,099 |
| RIDGE DELTA PIONEER | HARBOR NORTH | HQE79DJ3T | BOWQ | 0.92% | $57,404,553 |
| UNISON PATHWAY | FOCUS PATHWAY | QMSEBPD0L | JDPO | 2.34% | $117,282,754 |
| FUSION OPTIMA SIGNAL | BRIDGE CREST | CVWWS0HKW | OXPCV | 5.26% | $22,925,258 |