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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst vectorCrest capital
- Established Date
- 08-31-2015
- Office Locations
- 12
Office Locations
About Elevated Capital Advisors, LLC
Elevated Capital Advisors is a Utah-based RIA that partners with financial advisors to deliver a repeatable 3-phase process, backed by education, mentorship, and back-office, strategic, and marketing/technology support, to help advisors serve families. The firm uses active, asset-allocation portfolios with ETFs and mutual funds, with Fidelity/NFS as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT MICHAEL DOUGAN
Investment Advisor Representative
- CRD
- #6291686
- Ownership
- 50% but less than 75%
SEAN PATRICK LEE
Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #4529904
- Ownership
- 50% but less than 75%
Vital focus
Glacier peak pathway
- CRD
- #97900
- Ownership
- 25.5%
Showing 2 of 3 owners & executives
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OAKLEY JAMES ALLEN
Investment Advisor Representative
- CRD
- #6304237
CHERYL L BATTUNG
Investment Advisor Representative
- CRD
- #5513549
Eagle meridian
Summit matrix oak
- CRD
- #84415
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,089,490 | $205,357 |
| Non-Discretionary | $5,054,429 | $229,747 |
| Total | $499,143,919 | $205,578 |
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Separately Managed Accounts
Total SMA Asset: $499,143,919
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,146,007,933 | 31.0% |
| Equity - OTC | $1,175,582,331 | 31.8% |
| Cash | $735,663,157 | 19.9% |
| Public Funds | $639,546,362 | 17.3% |
| Total | $3,696,799,783 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA QUANTUM CREST | OPTIMA PIONEER | K7JN5IG0G | HZN | 4.12% | $82,519,311 |
| CATALYST BRIDGE | FUSION BRIDGE | UXO4PMZ1H | OZSPG | 12.57% | $70,370,919 |
| HARBOR OAK PATHWAY | CREST PRIME | ZZGN0T21A | JGWI | 3.50% | $107,951,872 |
| INSIGHT VITAL | EAGLE TIMBER | 5GOK532T3 | JRXJ | 6.61% | $45,819,465 |
| MOMENTUM SIGNAL | FOUNDATION HARBOR | D7RK6KVP5 | QOAKW | 10.49% | $13,266,450 |
| OPTIMA HORIZON ATLAS | OPTIMA PATHWAY | 5ZK48JRPJ | EEN | 10.03% | $103,097,884 |
| BRIDGE VECTOR EAGLE | VALUE RIDGE | RNABVJASU | EJC | 6.05% | $88,132,764 |
| UNISON HARBOR | FUSION EAGLE | C2CF0Y9OH | YJTWV | 3.82% | $24,257,969 |