This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$798,408Item 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$798,408

Private client RAUM

$798,408derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$798,408derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,246

Individual clients

1,246

SEC number

801-123234

CRD

318417

Filings on the tape

14

First filed

Jan 13, 2022

Latest filed

Mar 31, 2026

Organised

Corporation, DE

• Occurred

  Sep 19, 2024
  Control person joined

  Glen Zachary Rassam (Chief Compliance Officer) appeared on Schedule A of Scout

  Form ADVobserved 5 days ago
• Occurred

  Jan 13, 2022
  First Form ADV filing

  Elv8 Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ee41609-6111-c458-6fc4-90f0d949e8ac

First observed

Jan 13, 2022

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.