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- Custodian
- ADP · Altruist · Betterment · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 56.7% is discretionary and 43.3% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $174.5K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on October 9, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Elevate Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Elevate Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.