Investment adviser · CRD 288190

ELEVATE CAPITAL ADVISORS

Investment adviser filing (IA)

ELEVATE CAPITAL ADVISORS, INC.

EAGLE, CO, United States · Form ADV filed Sep 1, 2026

Regulatory AUM
$183M
Form ADV · Item 5.F
Client accounts
566
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals82$139,578,99776.2%
Individuals118$40,518,05022.1%
CharitiesFewer than 5$1,516,1730.8%
Corporations & businesses6$849,2220.5%
Retirement plansFewer than 5$822,9550.4%
Filing source

Form ADV 2126999 · Sep 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ELEVATE VENTURES NSG INVESTMENT FUND, LLCVenture Capital Fund · Last reported Jun 6, 2025$133KGross asset value
Fund administrator THEOREM FUND SERVICES BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE, CPA, CP CHICAGO, Illinois, United States
Custodian ANB BANK EAGLE, Colorado, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MICHAEL COGLIANESE, CPA, CP
PCAOB 3874

Fund details & source
Fund ID
805-5388918530
Reported beneficial owners
37
Minimum commitment
$50K
Form D file number
021-1778692

Form ADV 1996442 · Jun 6, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

313 CHAMBERS AVE., SUITE D
EAGLE, CO, 81631, United States

CRD 288190

Filing source

Form ADV 2126999 · Sep 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.