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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY, LLC, CRD 171473

BEND, OR

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:727a0d75-e5b0-de8a-8dad-1e3d2fd04728

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Apr 16, 2020 to Feb 19, 2026
9 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $253MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $253M
Private client RAUM: $252MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,471
Individual clients: 570
High net worth clients: 61
Custody, client assets: $6.6M
SEC number: 801-118748
CIK: 1871112
CRD: 171473
Filings on the tape: 9
First filed: Apr 16, 2020
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, OR
Website: elevationcapitalstrategies.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
RYAN ROBERT SANFORD	n/a	BEND, OR	2	12	3	no
Michael Jr. John Angus	n/a	BEND, OR	2	14	2	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
SANFORD, RYAN, ROBERT	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	no	04/2018	Apr 16, 2020	Mar 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Medford	Or	United States	3	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$253M	$253M	8	2	1	n/a	n/a
2024	Feb 20, 2025	$241M	$241M	8	3	1	n/a	n/a
2023	Mar 27, 2024	$200M	$200M	8	3	1	n/a	n/a
2022	Mar 31, 2023	$192M	$192M	8	3	1	n/a	n/a
2021	Mar 30, 2022	$227M	$217M	10	3	1	n/a	n/a
2020	Mar 30, 2021	$164M	$164M	2	2	1	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
0	0	0	0.0%	0	0	0	0	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	$253M	$241M	4.9%	$192M	9.7%	8	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	2	Jul 21, 2017	Apr 21, 2016	SARASOTA, FL	Team lift out	Other	1.1%

Relationships

Registered with (4)

← RYAN ROBERT SANFORDAdvisorregistration: previous registration
Dec 3, 2019 to Dec 31, 2023factForm ADV
← Michael Jr. John AngusAdvisorregistration: previous registration
Jan 11, 2022 to Dec 31, 2023factForm ADV
← Derrick Joel HansonAdvisorregistration: previous registration
Aug 20, 2024 to Jun 26, 2025factForm ADV
← PETER CRAIG MENDELLAdvisorregistration: previous registration
Dec 16, 2015 to Apr 4, 2018factForm ADV

Owns (1)

← SANFORD, RYAN, ROBERTOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 16, 2020 to Mar 27, 2024factForm ADV

Moved with (1)

← GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviser2 advisors, team lift out, same day
Jul 21, 2017 to Apr 21, 2016factForm ADV

Dated events

Occurred
Jun 26, 2025
Advisor changed firm
Derrick Joel Hanson left Elevation Capital Advisory for Oppna Wealth Llc (registered 2025-06-27)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2020
First Form ADV filing
Elevation Capital Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:727a0d75-e5b0-de8a-8dad-1e3d2fd04728
First observed: Apr 16, 2020
Last observed: Feb 19, 2026 7 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.

ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY, LLC, CRD 171473

BEND, OR

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:727a0d75-e5b0-de8a-8dad-1e3d2fd04728

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN ROBERT SANFORD

n/a

BEND, OR

Michael Jr. John Angus

n/a

BEND, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SANFORD, RYAN, ROBERT

PRESIDENT AND CHIEF COMPLIANCE OFFICER

04/2018

Apr 16, 2020

Mar 27, 2024

City

State

Country

Employees

Also broker-dealer

Medford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$253M

n/a

2024

Feb 20, 2025

$241M

n/a

2023

Mar 27, 2024

$200M

n/a

2022

Mar 31, 2023

$192M

n/a

2021

Mar 30, 2022

$227M

$217M

n/a

2020

Mar 30, 2021

$164M

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

$253M

$241M

4.9%

$192M

9.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Jul 21, 2017

Apr 21, 2016

SARASOTA, FL

Team lift out

Other

1.1%