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- Custodian
- Fidelity/NFS · Nationwide · State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-1999
- Office Locations
- 2
Office Locations
About Elevation Financial Partners, LLC
Ohio-based Elevation Financial Partners (J. H. McKewen III & Associates) provides financial planning for individuals and business owners, including retirement, tax, estate and insurance planning. The firm emphasizes active, risk-managed investment management built on critical mutual fund analysis and selection, and uses ETFs, adapting portfolios to changing markets and economic conditions. Custodies with Fidelity/NFS.
Team overview
Insights
Investment Themes
Services
Owner & Executives
JOHN HOLDEN MCKEWEN III
Owner
- CRD
- #1098872
- Ownership
- 75% or more
John Holden McKewen IV
Owner
- CRD
- #7307247
- Ownership
- Less than 5%
Insight oak
Radial capital
- CRD
- #17256
- Ownership
- 7.1%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,742,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,742,529 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,742,529
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,545,377,837 | 42.8% |
| Cash | $1,971,495,152 | 23.8% |
| U.S. Government/Agency | $2,766,720,087 | 33.4% |
| Total | $8,283,593,076 | 100.0% |