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- Custodian
- ADP · Altruist · Betterment
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2015
- Office Locations
- 1
Office Locations
About Elevate Financial
Elevate Financial is a fiduciary RIA serving clients across the Southwest and nationwide with financial planning, investment advisory, and employer retirement plan consulting. The firm emphasizes transparent, client-first advice and leverages planning expertise and technology. Portfolios focus on asset allocation using public funds such as index funds and mutual funds, with custody support including Altruist and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN ERIC BARTON
Chief Compliance Officer, Founder, Managing Member, Managing Principal
- CRD
- #3138428
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,043,670 | -- |
| Non-Discretionary | $3,854,983 | -- |
| Total | $8,898,653 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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