RIA Intel›Advisers›Mississippi›ELEVATED RETIREMENT FINANCIAL SERVICES LLC

ELEVATED RETIREMENT FINANCIAL SERVICES LLC

Advisory

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in MS

#53

of 60 advisers by AUM

Average account

$235K

across 334 accounts

AUM per adviser

$78M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$78M

Discretionary %

100%

Clients

105

Employees

1

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$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MS, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

105 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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