Elevated Capital Advisors, LLC

Overview

Elevated Capital Advisors, LLC is an SEC registered investment adviser based in Draper, UT, registered since 2017. It reports $499M in assets under management across 2,428 accounts, with 30 employees. It has 21 investment adviser representatives.

Reported AUM

$499M

Discretionary

99%

Accounts

2,428

Average account

$206K

Employees

30

Advisory reps

21

Registered since

2017

Jurisdictions

27

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Scott Michael Dougan Managing Member CRD 6291686
• Sean Patrick Lee Managing Member CRD 4529904
• Elton David Wilcox Chief Compliance Officer CRD 5067416

Advisory reps 3 of 21

• Oakley James Allen Insurance Agent · Investment Adviser Rep CRD 6304237
• Cheryl Lynn Battung Insurance Agent · Investment Adviser Rep CRD 5513549
• Michael Christopher Blackman Insurance Agent · Investment Adviser Rep CRD 7886797

18 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11925 S 700 E
Draper, UT 84020

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 27 jurisdictions
• Website: elevateyourplanning.com

Every state, with registration dates

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