Clarke Cameron Holt
Investment adviser representative at Elevate Wealth Advisory, Inc.
23 yearsExperience
2 statesRegistered in
$385.5MFirm assets
13 yearsFirm in business
Are you Clarke Cameron Holt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Elevate Wealth Advisory, Inc.Jul 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Elevate Wealth Advisory, Inc.
$385.5MAssets managed
635Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3206937
- Firm CRD
- 149713