Elevate Capital Advisors

Chief Investment Officer Shane Fleury, CFA, has the lead on portfolio strategy and authors the firm’s monthly market commentary and podcast. CEO Ken Armstrong and investment adviser Kyle Lottman, CFA, CMT, CPA, round out the team, with Armstrong bringing designation expertise in planning and Lottman adding credentials in technical analysis and accounting.

The firm starts by calculating a client’s “Family Index” — the minimum rate of return needed to achieve their goals — and budgets risk around that number. Portfolios are built from a screened universe of capital-efficient global stocks, with fundamental analysis used to determine fair price and technical analysis used for entry timing. Risk management relies on trailing stop-losses and position sizing dictated by downside tolerance rather than upside potential.

Elevate is a Registered Investment Advisor, not a single-family office, though it advises family offices among its clients. It is organized as an SEC-registered fiduciary that provides portfolio management and financial planning to individuals, families, corporations, and charities. The firm does not manage a single family’s consolidated balance sheet as an integrated SFO would.

The firm’s website lists venture capital, private equity, and crypto among its capabilities, but all publicly described investing centers on a disciplined public-equities process. No specific private fund commitments or direct private company holdings are disclosed. The $500,000 stated minimum applies to traditional portfolio management; it is unclear whether private allocations require a higher qualification.

Elevate Capital Advisors is headquartered in Eagle, Colorado, a small mountain town in the Vail Valley. The firm leans on its local relationships, noting that its business is built entirely on referrals and that it has been trusted in the community for nearly three decades through the team’s earlier practices. This suggests a concentrated network of entrepreneurs, retirees, and second-home owners in the Rocky Mountain region.