Chirho S Garcia
Investment adviser representative at Elevated Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
$499.1MFirm assets
9 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Elevated Capital Advisors, LLCNov 2020 to now
- Chirho Financial SolutionsMar 2017 to now
- Regal Investment AdvisorsJan 2015 to Nov 2020
- Regulus, LLCFeb 2014 to Nov 2020
- Strategy Wealth ManagmentJan 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Elevated Capital Advisors, LLC
$499.1MAssets managed
1,007Clients
21Advisers
9 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
- 4688632
- Firm CRD
- 226721