Brad Smithy tackles one of the most critical decisions a financial advisor has to make: the ownership structure of their business.
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
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Elevation Point announces a strategic minority investment in Hampton Bluff Capital Partners, a newly launched Atlanta-based independent wealth management firm overseeing $1.3 billion in assets. The partnership strengthens Elevation Point’s ecosystem for breakaway advisors seeking institutional capabilities, capital support, and long-term growth alignment.
Forta Wealth Partners, a $900 million Indianapolis-based advisory team, has launched as an independent registered investment advisor to gain greater flexibility and control over its client experience. The firm will continue serving clients nationwide while building a platform designed for long-term growth, ownership, and alignment with client goals.
Next-gen financial advisors are redefining independence — they want to stay in control of decision-making while partnering with investors who support growth without overriding their vision. Unlike many deals that prioritize financial engineering, Elevation Point focuses first on cultural alignment, shared goals, and long-term collaboration, helping advisors scale their firms on their own terms.
