“We tell you what we would want to know if our roles were reversed”. That is what you find on the home page of our website, and we live by it. As an Independent Registered Investment Advisor, our loyalty is to our clients and no one else. There is no financial behemoth with all its self-serving practices telling us what to tell you, and not tell you. We believe in telling the truth, professional excellence, and radical transparency. We therefore encourage you to follow the links below to learn more about us and what we do for our clients.
Form ADV Part 2A
Information about Elevate Capital’s business, ownership, business practices, and conflicts of interest.
Form ADV Part 2B
Disclosures of each of our adviser’s business experience, and professional credentials.
FORM CRS
The Client Relationship Summary Form details the services we offer and our fees in plain English.
Privacy Policy Notice
Our Privacy Policy with regard to client information we collect and how we use and safeguard that information.
Broker Check
Look up our advisors background, credentials and experience by their CRD number below. You will see you are in good hands!
Ken Armstrong
RICP®, ChFC®, CLU®, CASL®, CLTC
CRD #3169018
Kyle Lottman CFA®, CPA®
CRD #6168323
Shane Fleury
CFA®
CRD #4837994