# Elevate Capital Advisors

Elevate Capital Advisors is a Private Equity based in Eagle, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Eagle, United States
- **Region:** North America
- **Address:** Eagle, CO, United States
- **Founded:** 2017
- **Assets under management:** $200M (per the firm, September 2025)
- **Website:** elevatecapitaladvisors.com
- **LinkedIn:** https://www.linkedin.com/company/elevate-capital-advisors

## Regulatory record

- **CRD number:** 288190
- **SEC file number:** 801-119997
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288190

## About

Elevate Capital Advisors is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. Founded in 2017, it advises over $200,000,000 as of September 30, 2025 on behalf of high net-worth individuals and families, corporations, family offices, charities, and others. The firm provides comprehensive financial planning and portfolio management as a fiduciary, with a core philosophy of always telling clients what it would want to know if roles were reversed.

## Sectors

- Enterprise Software
- FinTech
- Healthcare Services
- Real Estate

## People

- Ken Armstrong — Chief Executive Officer
- Shane Fleury — Chief Investment Officer
- Kyle Lottman — Investment Adviser
- Olivia Boomhower — Operations Manager
- Tom Damon — Investment Operations Specialist

## Questions

### Who runs investment decisions at 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.

### How does Elevate Capital Advisors construct client portfolios?

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.

### Does Elevate participate in private equity or venture capital?

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.

## Related profiles

- [E&Investment](https://altss.com/profile/e-investment)
- [Elevation Partners](https://altss.com/profile/elevation-partners)

---

Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/elevate-capital-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology