A. FIRM DESCRIPTION Elevation Advisory Partners, LLC (“Elevation” or the “Firm”) is a Florida Limited Liability Company that was founded in 2020. Elevation is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). The Firm’s Corporate Office is based in Orlando, Florida and its Regional Office is located in Leawood, KS. Direct ownership of Elevation Advisory Partners LLC is Montham Holdings LLC, and HCM Holding, Inc. Indirect ownership of Elevation Advisory Partners LLC is owned in equal parts by Edith C. Lynch and John W. Harrison III. B. TYPES OF ADVISORY SERVICES PORTFOLIO MANAGEMENT SERVICES We provide discretionary portfolio management services to our clients, based on the specific needs and objectives of such persons and the suitability of products and services. Elevation shall be granted full discretion and authority to manage the client’s account. Accordingly, we are authorized to perform various functions without further approval from the client, such as the determination of securities to be purchased or to be sold without permission from the client prior to each transaction. We do not act as a custodian of client assets, and the client always maintains control of their assets. Prior to engaging us to provide any of the aforementioned investment advisory services, we require a written investment management agreement (“IMA”) signed by the client prior to the engagement of services. The IMA outlines the services and fees the clients will incur pursuant to the IMA with Elevation. Upon signing the IMA, we will gather the client’s financial information and work with them to identify their risk tolerance, which will help us identify, quantify, and understand our client’s unique risk tolerance. The information gathered in the risk tolerance questionnaire will be used to develop the client’s investment policy statement (“IPS”). The IPS outlines the client’s investment philosophy, identifies the appropriate investments and portfolio construction, and specifies any restrictions or prohibitions expressed by the client for their portfolio and / or assets. The IPS is not a contract; it is the foundational framework which will guide us in exercising discretion over the client’s accounts. Elevation’s portfolio management services include, but are not limited to, the following:
• Investment Strategy
• Asset Allocation
• Regular Portfolio Monitoring
• Personal Investment Policy
• Security Selection As noted, Elevation’s asset management services are designed to offer portfolio construction and ongoing management of accounts with defined investment strategies to meet the client’s personal investment goals and objectives. We evaluate the current investments of each client with respect to risk tolerance levels and time horizon. Risk tolerance levels may be documented in the IPS. Elevation is responsible for providing ongoing re-balancing and continuous monitoring of our clients’ securities holdings. PENSION CONSULTING SERVICES We offer pension consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. In general, these services may include an existing plan review and analysis, plan-level advice regarding fund selection and investment options, education services to plan participants, investment performance monitoring, and/or ongoing consulting. These pension consulting services will generally be non- discretionary and advisory in nature. The ultimate decision to act on behalf of the plan shall remain with the plan sponsor or other named fiduciary. We may also assist with participant enrollment meetings and provide investment-related educational seminars to plan participants on such topics as:
• Diversification
• Asset allocation
• Risk tolerance
• Time horizon Our educational seminars may include other investment-related topics specific to the particular plan. We may also provide additional types of pension consulting services to plans on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which may include additional plan-level or participant-level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Either party to the pension consulting agreement may terminate the agreement upon written notice to the other party in accordance with the terms of the agreement for services. The pension consulting fees will be prorated for the quarter in which the termination notice is given, and any unearned fees will be refunded to the client. FINANCIAL PLANNING SERVICES We provide our clients with an in-depth analysis of their current financial situation, as well as detailed recommendations relating to the client’s financial goals. These services are provided on a non-discretionary basis. Financial planning services do not involve the active management of client accounts, but instead focus on a client’s overall financial situation. Financial planning can be described as helping individual to determine and set their long-term financial goals through investments, tax planning, asset allocation, risk management, retirement planning, and other areas. The role of the financial planner is to find ways to help the client understand their overall financial situation and help the client set financial objectives. Our financial planning service may include the following:
• Detailed Net Worth Statement
• Current Asset Allocation Analysis
• Asset Allocation Recommendation
• Investment Policy Statement
• Detailed Retirement Plan
• Monte Carlo Probability Analysis
• Detailed Emergency Fund Plan
• Detailed Disability Needs Plan
•

Summary Long-Term Care Plan
• Summary Insurance Audit Report An inherent conflict exists between the interests of Elevation and the interests of the client. The client is under no obligation to act upon Elevation’s recommendations. Should the client elect to act on any recommendation made by Elevation, the client is under no obligation to affect the transaction through the Firm. CONSULTING SERVICES We provide miscellaneous consulting services, which covers a broad range of services not related to other services as outlined in this Brochure. Examples of miscellaneous consulting services may include researching costs basis, conducting market research, advising on the purchase or sale of a business, etc. SELECTION OF THIRD-PARTY MONEY MANAGERS Elevation utilizes the services of various third-party managers for the management of certain client accounts. Investment advice and trading of securities will only be offered by or through the chosen third party manager. Prior to utilizing a third-party money manager, the Firm will provide initial due diligence on the money managers and ongoing reviews of their management of client accounts. In order to select a third-party manager, Elevation will gather client information pertaining to financial situation, investment objectives, and reasonable restrictions to be imposed upon the management of the account. Elevation will review third party money manager reports provided to the client at least annually. The Firm will contact clients from time to time in order to review their financial situation and objectives; communicate information to third party money managers as warranted; and assist the client in understanding and evaluating the services provided by the third-party money manager. Clients will be expected to notify the Firm of any changes to their financial situation, investment objectives, or account restrictions that could affect their financial standing. Some of the third-party money managers selected may participate in or sponsor a wrap fee program. In these cases, you will receive a copy of the third-party money manager’s Form ADV, Part 2, Appendix 1. SEMINARS AND EDUCATION EVENTS Elevation believes all investors should be encouraged to increase their knowledge, as education is a key component in empowering clients to avoid behavioral mistakes that hinder a successful investing experience. The Firm seeks opportunities to teach principles that will enhance each client’s accumulation, protection, and enjoyment of wealth. In addition to one-on-one discussions with individual clients, Elevation may also conduct wealth educational events and outings (such as seminars and workshops) on various financial topics for clients and the general public. Participants can increase their knowledge during these educational events and have the opportunity to ask specific questions by interacting with financial professionals and experts who will instruct such events. Sample wealth education topics (whether addressed individually or in seminars and workshops) might include, but are not limited to:
• Financial Plans
• Estate Planning
• Succession Planning
• Financial Risk
• Asset Allocation Models
• Modern Portfolio Theory
• Investment Strategies
• Real Estate and Real Estate Investing
• Insurance (all types)
• Medicare or Social Security Enrollment and Administration
• Navigating the Affordable Care Act (“Obamacare”) and other healthcare topics
• Tax Planning and Filing
• Financial Negotiation Skills C. TAILORED RELATIONSHIPS Elevation offers the same suite of services to all of its clients. When applicable, this service may include retirement planning, investment planning, planning of major purchases, education planning, distribution planning, income and survivor income planning, net worth analysis and other needs such as disability, long-term care, estate planning and coordination of funding, etc. When applicable, specific client financial plans and their implementation are dependent upon each client’s current situation (income, tax levels, and risk tolerance levels). Recommendation developed by your investment adviser representative are based upon his or her professional judgement. The Firm cannot guarantee the results of any of the recommendations made. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent EAP from properly servicing the client account, or if the restrictions would require EAP to deviate from its standard suite of services, the Firm reserves the right to end the relationship. D. WRAP FEE PROGRAMS Elevation does not participate in and is not a sponsor of wrap fee programs. However, certain third-party money managers utilized by Elevation may participate in or sponsor wrap fee programs. In such cases, the third-party money manager will provide the client with a copy of the third-party money managers wrap fee brochure (Form ADV Part 2, Appendix 1). Wrap Fee Programs are arrangements between broker-dealers, investment advisers, banks and other financial institutions, and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a “bundled” form. In exchange for these “bundled” services, the clients pay an all- inclusive (or “wrap”) fee determined as a percentage of the assets held in the wrap account. E. ASSETS UNDER MANAGEMENT When calculating regulatory assets under management, an investment adviser must include the value of any advisory account over which it exercises continuous and regular advisory or management services. As of March 5, 2024, Elevation reports $171,778,567.00 in client assets on a discretionary basis and $0.00 on a non-discretionary basis.