CRD: 120906
Elevation Financial Partners, LLC
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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 216 clients, or 72 clients per representative. That equates to $272.0K in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Services
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Owner & Executives
JOHN HOLDEN MCKEWEN III
Owner
- CRD
- #1098872
- Ownership
- 75% or more
John Holden McKewen IV
Owner
- CRD
- #7307247
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,742,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,742,529 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Elevation Financial Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.