CRD: 171473
Elevation Capital Advisory
$252.9M Total AUM
$252.9M Disc. AUM
10.3% 3Y CAGR
8 Employees
631 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-16-2015
- Office Locations
- 1
Office Locations
775 SW Bonnett WAY Suite 220 Bend OR
About Elevation Capital Advisory
Elevation Capital Advisory helps individuals build retirement strategies, focusing on income planning, risk management, tax-aware planning, healthcare-cost readiness, and legacy planning. Portfolios are implemented primarily with ETFs alongside other financial products tailored to client objectives, with custody through Charles Schwab.
Team overview
-- AVG AGE
$126.4M AVG AUM / ADVISOR
$400.8K AVG AUM / CLIENT
1.8 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Peak Meridian
Client Personas
Fusion
Custodian
Meridian harbor Matrix
Investment Themes
Vital Beacon north Ridge
Investment Vehicles
Delta
Services
Horizon matrix Optima ridge Vertex ember Momentum Matrix Ember Foundation
Owner & Executives
RYAN ROBERT SANFORD
Chief Compliance Officer, President
- CRD
- #6404567
- Ownership
- 75% or more
(614) 824-4460
north.ridge@harborcapital.com
in linkedin.com/in/prime-optima
Showing 1 of 1 owners & executives
Unlock allContacts
M
Michael Jr. John Angus
--
- CRD
- #6915250
(916) 898-6273
legacy.peak@signalcapital.com
in linkedin.com/in/prime-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,899,443 | $171,923 |
| Non-Discretionary | $0 | -- |
| Total | $252,899,443 | $171,923 |
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Separately Managed Accounts
Total SMA Asset: $252,899,443
Equity - Exchange:
66.9% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,622,696,750 | 66.9% |
| Cash | $2,781,932,174 | 33.1% |
| Total | $8,404,628,924 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RADIAL RADIAL | PEAK FRONTIER | D9TFIW18V | MFLT | 7.71% | $10,673,384 |
| PIONEER FRONTIER MOMENTUM | MERIDIAN VITAL | 9CNASE18N | IGEMP | 3.11% | $21,933,020 |
| PEAK BRIDGE | VITAL PIONEER | O7S44PM3K | TVPRV | 11.66% | $53,835,658 |
| FOCUS FOUNDATION | PIONEER PRIME | AEGN8TMKJ | TELY | 9.68% | $24,557,944 |
| MOMENTUM FOUNDATION | SUMMIT WAVE | BFSY5FKHL | BHYKG | 5.87% | $60,643,306 |
| PRIME BRIDGE FOUNDATION | EAGLE FRONTIER | DARKJRO1N | TQVZK | 2.97% | $88,078,967 |
| HORIZON DELTA | OAK CATALYST | 0GT1B5SY9 | YDYM | 8.61% | $47,184,114 |
| PEAK CREST | VECTOR HORIZON | TO8RINKVY | PELK | 4.29% | $11,281,415 |