Judah Joel Sworney
Investment adviser representative at Elevated Capital Advisors, LLC
12 yearsExperience
2 statesRegistered in
$499.1MFirm assets
9 yearsFirm in business
Are you Judah Joel Sworney? 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
12 years in the industry.
- Elevated Capital Advisors, LLCNov 2022 to now
- Sworney and AssociatesMay 2022 to now
- Greens By GrassMay 2020 to Oct 2022
- Grass LandscapeApr 2014 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7659832
- Firm CRD
- 226721