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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELEVATE WEALTH ADVISORY, INC.

CRD 149713

ATHENS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43ce180b-6132-a169-e052-9e358730025f

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Mar 14, 2013 to Mar 19, 2026
23 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $386MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $373MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $32.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,706
Individual clients: 506
High net worth clients: 107
SEC number: 801-77776
CRD: 149713
Filings on the tape: 23
First filed: Mar 14, 2013
Latest filed: Mar 19, 2026
Organised: Corporation, GA
Website: elevate-wealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CLARKE CAMERON HOLT	n/a	ATHENS, GA	17	27	2	no
CHARLES JACKSON VICKERY	Chartered Financial Consultant	ATHENS, GA	17	44	1	no
CYNTHIA DEANNE ROSSO	Certified Financial Planner	ATHENS, GA	17	21	1	no
ROBERT MATTHEW FEZEKAS	Chartered Financial Analyst	ATHENS, GA	11	28	n/a	no
DEANNA LOUISE BLOOM	n/a	ATHENS, GA	10	22	1	no
BRIAN JAMES ROSSO	Chartered Financial Analyst	ATHENS, GA	3	11	1	no
Gary Stoller	n/a	ATHENS, GA	2	15	1	no
PRESTON DEVEREAUX WILKIE	n/a	ATHENS, GA	1	10	n/a	no
Jose Andres Colmenarez	n/a	ATHENS, GA	1	11	n/a	no
Benjamin Cecil Hall	n/a	ATHENS, GA	0	13	n/a	no
Joseph Collinsworth Hardeman	n/a	ATHENS, GA	0	11	1	no
Aspen Elizabeth Townley	n/a	ATHENS, GA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROSSO, CYNTHIA, DEANNE	PRESIDENT, CEO, & CCO	E	yes	06/2018	Mar 27, 2015	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$386M	$0	13	10	0	n/a	n/a
2024	Mar 28, 2025	$338M	$0	12	7	0	n/a	n/a
2023	Mar 28, 2024	$314M	$0	11	7	0	n/a	n/a
2022	Mar 27, 2023	$291M	$0	9	7	0	n/a	n/a
2021	Mar 30, 2022	$313M	$0	11	7	0	n/a	n/a
2020	Mar 29, 2021	$261M	$0	9	7	0	n/a	n/a
2019	Mar 27, 2020	$234M	$0	9	7	0	n/a	n/a
2018	Mar 19, 2019	$199M	$0	8	7	0	n/a	n/a
2017	Mar 5, 2018	$238M	$0	8	8	0	n/a	n/a
2016	Feb 24, 2017	$201M	$0	8	8	n/a	n/a	n/a
2015	Mar 30, 2016	$166M	$0	8	8	n/a	n/a	n/a
2014	Mar 27, 2015	$181M	$0	5	5	n/a	n/a	n/a
2013	Mar 7, 2014	$145M	$0	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$386M	$338M	14.0%	$291M	9.8%	13	12	0	0

Relationships

Registered with (15)

← Aspen Elizabeth TownleyAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Joseph Collinsworth HardemanAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Benjamin Cecil HallAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Jose Andres ColmenarezAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← PRESTON DEVEREAUX WILKIEAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← Gary StollerAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← BRIAN JAMES ROSSOAdvisorregistration: current employment
Jun 14, 2023 to presentfactForm ADV
← DEANNA LOUISE BLOOMAdvisorregistration: current employment
Oct 2, 2015 to presentfactForm ADV
← ROBERT MATTHEW FEZEKASAdvisorregistration: current employment
Mar 5, 2015 to presentfactForm ADV
← CYNTHIA DEANNE ROSSOAdvisorregistration: current employment
Jun 4, 2009 to presentfactForm ADV
← CLARKE CAMERON HOLTAdvisorregistration: current employment
Jun 2, 2009 to presentfactForm ADV
← CHARLES JACKSON VICKERYAdvisorregistration: current employment
Jun 2, 2009 to presentfactForm ADV
← DAVID MICHAEL JENKINSAdvisorregistration: previous registration
Apr 27, 2015 to Jul 5, 2024factForm ADV
← CLARK DUNSHEE BROWNAdvisorregistration: previous registration
Dec 16, 2015 to Apr 10, 2023factForm ADV
← DWIGHT DAXON LANGLEYAdvisorregistration: previous registration
May 28, 2010 to Aug 31, 2018factForm ADV

Controls (1)

← ROSSO, CYNTHIA, DEANNEOwnerPRESIDENT, CEO, & CCO, ownership code E, individual
Mar 27, 2015 to Mar 28, 2024factForm ADV

Dated events

Occurred
Jul 5, 2024
Advisor changed firm
David Michael Jenkins left Elevate Wealth Advisory, Inc. for Trestle Wealth Advisory, Llc (registered 2024-01-30)
Form ADVobserved 4 days ago
Occurred
Apr 10, 2023
Advisor changed firm
Clark Dunshee Brown left Elevate Wealth Advisory, Inc. for Clark Brown, Llc (registered 2022-10-21)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2013
First Form ADV filing
Vickery Financial Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43ce180b-6132-a169-e052-9e358730025f
First observed: Mar 14, 2013
Last observed: Mar 19, 2026 6 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.

ELEVATE WEALTH ADVISORY, INC.

CRD 149713

ATHENS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43ce180b-6132-a169-e052-9e358730025f

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLARKE CAMERON HOLT

n/a

ATHENS, GA

CHARLES JACKSON VICKERY

Chartered Financial Consultant

ATHENS, GA

CYNTHIA DEANNE ROSSO

Certified Financial Planner

ATHENS, GA

ROBERT MATTHEW FEZEKAS

Chartered Financial Analyst

ATHENS, GA

n/a

DEANNA LOUISE BLOOM

n/a

ATHENS, GA

BRIAN JAMES ROSSO

Chartered Financial Analyst

ATHENS, GA

Gary Stoller

n/a

ATHENS, GA

PRESTON DEVEREAUX WILKIE

n/a

ATHENS, GA

n/a

Jose Andres Colmenarez

n/a

ATHENS, GA

n/a

Benjamin Cecil Hall

n/a

ATHENS, GA

n/a

Joseph Collinsworth Hardeman

n/a

ATHENS, GA

Aspen Elizabeth Townley

n/a

ATHENS, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROSSO, CYNTHIA, DEANNE

PRESIDENT, CEO, & CCO

yes

06/2018

Mar 27, 2015

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$386M

n/a

2024

Mar 28, 2025

$338M

n/a

2023

Mar 28, 2024

$314M

n/a

2022

Mar 27, 2023

$291M

n/a

2021

Mar 30, 2022

$313M

n/a

2020

Mar 29, 2021

$261M

n/a

2019

Mar 27, 2020

$234M

n/a

2018

Mar 19, 2019

$199M

n/a

2017

Mar 5, 2018

$238M

n/a

2016

Feb 24, 2017

$201M

n/a

2015

Mar 30, 2016

$166M

n/a

2014

Mar 27, 2015

$181M

n/a

2013

Mar 7, 2014

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$386M

$338M

14.0%

$291M

9.8%