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Elevate Financial
Kevin Barton founded Elevate Financial in Los Angeles, drawing on nearly 20 years inside the financial industry.
Elevate Financial
Kevin Barton founded Elevate Financial in Los Angeles, drawing on nearly 20 years inside the financial industry. The firm's About page quotes Barton describing himself as an insider who saw the gap between commission-driven advice and genuine client interests. Elevate offers three service lines: financial planning, investment advisory, and employer retirement plan consulting. It covers asset classes including private credit, real estate, infrastructure, and hedge funds — though specific allocations are not disclosed. The firm serves clients across the Southwest and nationwide from hubs in Los Angeles and the Phoenix metro area. The firm operates as a registered investment adviser bound by a fiduciary standard of care. It explicitly avoids commission-based compensation, stating that client interests come before firm revenue. No team size or AUM figure is publicly available. The most recent verifiable event is ongoing: the firm continues to operate under its fiduciary RIA structure with Kevin Barton as principal. Elevate distinguishes itself structurally by holding to a Fiduciary Standard of Care across all services, not just discretionary accounts. It claims no payments from third parties and no incentive to steer clients toward proprietary products. That architecture makes it functionally independent, even as it remains small and undisclosed in scale.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Additional offices
Phoenix, AZ
Principals
Kevin Barton
Founder / Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Elevate Financial?
Kevin Barton is the founder and principal advisor. He states he has nearly 20 years of experience inside the financial industry, which he described in the firm's About page as witnessing 'the best and worst that the financial industry has to offer.'
How does Elevate Financial generate revenue?
Elevate Financial states it works on a client-first, fee-only basis. No one pays Elevate but the client, meaning the firm does not accept commissions, referral fees, or third-party compensation (per the firm's website).
Is Elevate Financial structured as a single family office or an RIA?
Elevate Financial operates as a registered investment adviser (RIA), not a single-family office. It serves multiple clients and offers financial planning, investment advisory, and employer retirement plan consulting, per the firm's website.
Does Elevate Financial participate in fund commitments or only direct deals?
Elevate Financial does not disclose whether it commits to external funds or makes direct investments. The firm's public material focuses on financial planning and advisory rather than specific deal structures.
What investment stages does Elevate Financial typically target?
Elevate Financial does not publicly specify its target investment stages. Its services suggest a focus on retirement planning and portfolio management rather than early-stage or growth equity.
Which sectors does Elevate Financial explicitly avoid?
Elevate Financial does not disclose any sectors it avoids. Its website focuses on fiduciary duty and service model, not sector exclusions.
Where does the underlying wealth come from?
Elevate Financial does not disclose the origin of the wealth it manages. The firm's principal Kevin Barton is a financial advisor, not a multi-generational wealth owner.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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