E
CRD: 315822
Elevation Haven Financial
Silver Springs, FL
3523581030
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2021
- Office Locations
- 1
Office Locations
-- Silver Springs FL
About Elevation Haven Financial
Elevation Haven Financial is a Silver Springs-based RIA. The firm has been operating for 4 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Portfolio Construction.
Team overview
47 AVG AGE
$15.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on ember optima timber.
Upgrade to reveal position-level detail across ridge alpha.
Request access to benchmark trends tied to prime.
Unlock to compare peer behavior around ember summit.
Full visibility includes strategy notes for radial oak.
See the complete signal summary connected to matrix.
Unlock to see real insight on summit timber.
Full visibility includes strategy notes for horizon catalyst.
Asset Classes
Momentum Crest Pioneer
Client Personas
Quantum
Investment Themes
Fusion
Investment Vehicles
Glacier
Services
Delta Vital
Owner & Executives
R
RYAN C EGBERT
Manager, Owner
- CRD
- #4004440
- Ownership
- 75% or more
(218) 941-9061
pathway.focus@northcapital.com
in linkedin.com/in/beacon-ember
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,986,379 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,986,379 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,986,379
Equity - Exchange:
28.9% Cash:
29.9% Corporate - Investment Grade:
41.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $93,325,219 | 28.9% |
| Cash | $96,554,465 | 29.9% |
| Corporate - Investment Grade | $133,044,948 | 41.2% |
| Total | $322,924,632 | 100.0% |