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ELEVATE CAPITAL ADVISORS, INC., CRD 288190
EAGLE, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHANE RIELLY FLEURY | Chartered Financial Analyst | Wesley Chapel, FL | EAGLE, CO | 9 | 14 | n/a | no |
| KENNETH ALLEN ARMSTRONG | Certified Financial Planner|Chartered Financial Consultant | EAGLE, CO | 9 | 27 | 2 | no |
| KYLE GARRET LOTTMAN | Chartered Financial Analyst | Grand Junction, CO | EAGLE, CO | 5 | 13 | 1 | no |
| Thomas Damon | n/a | EAGLE, CO | Cranford, NJ | 3 | 16 | 1 | no |
| CHRISTOPHER LEMOINE SILVERSMITH | n/a | EAGLE, CO | Las Vegas, NV | 1 | 16 | 4 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ELEVATE VENTURES NSG INVESTMENT FUND, LLC | Venture Capital Fund | $1.9M | Mar 11, 2024 | 37 | Mar 31, 2020 | reported | 021-1778692 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARMSTRONG, KENNETH, ALLEN | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | yes | 03/2017 | Nov 18, 2020 | Mar 11, 2024 |
| FLEURY, SHANE, RIELLY | MANAGING MEMBER | D | yes | 03/2017 | Nov 18, 2020 | Mar 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KENNETH A ARMSTRONG | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 2, 2026 | $183M | $176M | 6 | 5 | 0 | n/a | n/a |
| 2024 | Feb 20, 2025 | $156M | $147M | 6 | 4 | 0 | 1 | n/a |
| 2023 | Mar 6, 2024 | $140M | $126M | 6 | 6 | 0 | 1 | $1.9M |
| 2022 | Mar 16, 2023 | $119M | $106M | 5 | 3 | 0 | 1 | $2.5M |
| 2021 | Mar 22, 2022 | $114M | $105M | 5 | 3 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $127M | $88.1M | 6 | 4 | 0 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $183M | $156M | 17.1% | $119M | 15.4% | 6 | 6 | 0 | 0 |