Elevate Capital

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About Elevate Capital

Our headquarters are located at: One Embarcadero Center, Suite 400 San Francisco, CA 94111

Our team is composed of institutional asset class experts with over 50 years of combined experience. We bring together a combination and level of expertise typically reserved for only the most sophisticated investors.

Our goal is to lead the transformation in the business of giving financial advice to create an industry focused on serving the client, first and foremost, and a tenacious effort to generate long-term successful outcomes.

We strive to raise the bar by bringing an institutional level of expertise and resources to the individual client. Think of us as your family office and Elevate your Capital.

THE ELEVATE CAPITAL DIFFERENCE

TRUST Do you have utmost trust in your investment advisor? Are they a fiduciary?

INVESTMENT PERFORMANCE Has your portfolio performed as advertised over time relative to your benchmark? Are you being paid appropriately for the risk you undertake in your portfolio?

FEES Do you know how much you pay your investment advisor? Are their fees transparent or do they have layers of hidden fees? Are their fees reasonable?

SERVICE

Does your investment advisor anticipate your needs and act proactively to provide solutions? Do they call you or do you call them?

SOPHISTICATION

Does your investment advisor have the appropriate level of sophistication to provide the best solutions to your needs? Or do you feel like you settle for mediocre results?

TECHNOLOGY

Is your investment advisory firm a leader in developing and implementing technology to create a better client experience and provide better solutions for you?

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

5589714

Firm CRD#

301992

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®, Chartered Financial Analyst (CFA)

Securities Licenses

Series 63, Series 65, Series 66

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

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