AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Echelons Capital, LLC

Echelons Capital, LLC is a fee-only, SEC-registered investment adviser in Park City, Utah, registered with the SEC since 2023, managing approximately $174M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #325781 · SEC #801-127673 · SEC-registered since 2023 (3 yrs) · Last filing data January 1, 2026

AUM
$174Mas of 2026
Fee model
Fee-onlyper Form ADV 5.E
Clients
Not reportedForm ADV 5.C (may be institutional)
Employees
22 advisers

Assets per adviser

$87Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser. This firm is around the typical range.

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Overview

AI-generated summary

Echelons Capital, LLC is a fee-only, SEC-registered investment adviser based in Park City, Utah. It reported approximately $174M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
325781
SEC #
801-127673
Headquarters
Park City, UT
Employees
2

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only. The firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$174M
Assets under management by year
YearReported AUM
2026$174M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Echelons Capital, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Echelons Capital, LLC a fiduciary?+

Yes. Echelons Capital, LLC is an SEC-registered investment adviser (CRD #325781), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Echelons Capital, LLC compensated?+

Echelons Capital, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Echelons Capital, LLC manage?+

Echelons Capital, LLC reported approximately $174M in regulatory assets under management as of its most recent Form ADV filing.

Does Echelons Capital, LLC have any disclosures?+

Echelons Capital, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Echelons Capital, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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