RIA Intel›Advisers›California›ELEVATE CAPITAL MANAGEMENT, L.L.C.

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Advisory

SAN FRANCISCO, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CA
#3,520
of 5,480 advisers by AUM
Average account
$584K
across 81 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$47M
Discretionary %
72.3%
Clients
39
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$34M
Non-Discretionary AUM$13M
Discretionary %72.3%
Total Clients39
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SHUYI KONG WEALTH MANAGEMENT, INC.
MILLBRAE, CA
$47M
MMGC INC.
PALM DESERT, CA
$47M
+2.2% 1Y
THE INVESTMENT & MONEY MANAGMENT GROUP, INC.
TUSTIN, CA
$47M
+18.4% 1Y
WESTLAKE CAPITAL INC
WESTLAKE VILLAGE, CA
$47M
-7.5% 1Y
NURTURE INVESTMENT STRATEGIES LLC
$47M
CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.
$47M

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