Elevated Capital Advisors LLC
Legal Name: ELEVATED CAPITAL ADVISORS, LLC
Full Contact Details
Elevated Capital Advisors LLC
9350 S. 150 E., SUITE 320, SANDY, UT
801-639-0095
801-266-2056
Other Info
Elevated Capital Advisors LLC, legally known as ELEVATED CAPITAL ADVISORS, LLC, is a Utah-based Limited Liability Company with a team of 14 employees, 7 of whom hold advisory positions. The firm currently serves 2 clients and has an SEC status listed as approved, with a registration date of July 21, 2017.
Elevated Capital Advisors – An RIA that partners with advisors to integrate philosophies, systems and processes through education, support, and mentorship to better serve the families they represent.
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Direct Owners
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BRIAN PAUL HERMANN
CHIEF OPERATIONS OFFICER owns less than 5%
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ELTON DAVID WILCOX
CHIEF COMPLIANCE OFFICER owns less than 5%
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GLOBAL PLAINS ADVISORY GROUP, LLC
MEMBER owns more than 50% but less than 75%
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SCOTT MICHAEL DOUGAN
MANAGING MEMBER owns less than 5%
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SEAN PATRICK LEE
MANAGING MEMBER owns less than 5%
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SPL FINANCIAL, LLC
MEMBER owns more than 50% but less than 75%
Indirect Owners
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SCOTT MICHAEL DOUGAN
PRESIDENT, MANAGING MEMBER owns 75% or more
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SEAN PATRICK LEE
PRESIDENT & FOUNDER, MANAGING MEMBER owns 75% or more