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Benjamin Latroy Robinson

Investment adviser representative at Elevation Point Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business

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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.

  • Portfolio management

Experience

18 years in the industry.

  1. Elevation Point Wealth Partners, LLCJul 2025 to now
  2. Brookstone Capital ManagementJun 2018 to Jul 2025
  3. Oneamerica SecuritiesMay 2010 to Jun 2018
  4. The Robinson Investment Group, LLCJan 2008 to Jul 2025

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (LA).

Elevation Point Wealth Partners, LLC

$8.3BAssets managed
4,936Clients
56Advisers
20 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
4263562
Firm CRD
137068
Advisor's SEC record (opens in a new tab)
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