Elevation Point COO Caitlin Douglas has been listed in WealthManagement.com’s “Ten to Watch” in 2025!
“Caitlin Douglas, a new founding partner and chief operating officer for investment firm Elevation Point, knows the industry’s next few years will be defined by advisors requiring “different flavors of independence.” She’s confident her firm has found a flavor that’ll be particularly appealing.”
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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Founding partner and CEO Jim Dickson unpacks the firm's first six months, how it's approaching $5 billion in assets, and the "organic growth" challenge he sees for many advisory businesses.
Jim Dickson's RIA investment firm has taken a minority stake in Stonebrook Private, which is based in suburban Detroit.
The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.
