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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2021
- Office Locations
- 2
Office Locations
About Elevation Advisory Partners LLC
Elevation Advisory Partners, LLC is an independent, fiduciary SEC-registered RIA providing unbiased wealth management and financial planning for clients nationwide. The firm also supports other financial advisors with mentoring, coaching, and back-office resources to expand client services and grow. Investment work emphasizes active management and asset allocation using mutual funds and ETFs, with alternatives available for qualified investors; primary custodian includes Charles Schwab.
Team overview
Insights
Accredited Investors
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN WARD HARRISON III
Chief Compliance Officer, Wealth Manager
- CRD
- #3176071
- Ownership
- Less than 5%
Brian M Truxaw
Chief Operations Officer, Client Relationship Manager
- CRD
- #7619457
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JORDAN R HARRISON
Investment Advisor Representative
- CRD
- #7388884
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,045,866 | $224,475 |
| Non-Discretionary | $0 | -- |
| Total | $226,045,866 | $224,475 |
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Separately Managed Accounts
Total SMA Asset: $226,045,866
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $722,828,151 | 8.4% |
| Equity - Exchange | $1,015,401,450 | 11.8% |
| Cash | $1,677,993,921 | 19.5% |
| Other | $1,712,414,310 | 19.9% |
| Corporate - Investment Grade | $1,772,649,989 | 20.6% |
| Private Funds | $1,703,809,212 | 19.8% |
| Total | $8,605,097,033 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA RADIAL MATRIX | MOMENTUM SUMMIT | 5MPW81TJE | FXLTK | 7.95% | $67,586,192 |
| DELTA OAK INSIGHT | LEGACY SIGNAL | I1DYPGX40 | NZWAW | 8.76% | $98,166,208 |
| SIGNAL FRONTIER | OPTIMA FOUNDATION | HQYMFZLFK | VCTV | 4.87% | $50,751,967 |
| HORIZON VERTEX | UNISON RIDGE | J14C4LJCD | YRG | 7.95% | $24,703,939 |
| MOMENTUM PEAK | SUMMIT WAVE | OP34FC6ME | BVJPG | 1.02% | $3,538,029 |
| MATRIX VITAL EAGLE | ALPHA ZENITH | UAVJTV120 | TUHHJ | 3.07% | $20,135,019 |
| MATRIX BEACON | EMBER GLACIER | EOJN9QY04 | CPH | 1.03% | $113,988,833 |
| MERIDIAN OPTIMA | ALPHA SUMMIT | B6DBZSZOP | ETMER | 12.01% | $91,546,524 |