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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- OakLegacy unison +more
- Established Date
- 02-20-2019
- Office Locations
- 1
Office Locations
About Elevation Financial LLC
Elevation Financial is a fiduciary RIA offering modern financial planning and investment management for individuals and families, delivered virtually via video meetings with paperless workflows and flexible scheduling—no minimums. The firm focuses on clear, jargon-free guidance and helping clients align their money with personal goals and a desire for positive community/world impact. Custody includes Altruist and Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL BRYAN REYNOLDS
Chief Compliance Officer, Managing Member
- CRD
- #6224822
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,426,961,090 | 57.1% |
| Equity - Exchange | $1,823,408,594 | 42.9% |
| Total | $4,250,369,684 | 100.0% |