Jeremy Bardin
Elevate Capital · San Francisco, California
Jeremy Bardin is a fee-only financial advisor at Elevate Capital in San Francisco, California, who holds the CFA credential. Jeremy focuses on equity compensation, tax planning and family wealth transfer. Elevate Capital reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
- Multi-generational families
- Founders
Facts
| Firm | Elevate Capital |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $47.3M across 81 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2958581 |
| Exams passed | Series 63 (1997) · Series 65 (2004) · Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.elevatecapm.com |
| Profile |
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Questions about Jeremy
Is Jeremy Bardin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Elevate Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Elevate Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Jeremy Bardin based?
Jeremy Bardin is based in San Francisco, California.
What does Jeremy specialize in?
Jeremy's specialties include equity compensation, tax planning and family wealth transfer. Jeremy works with executives, tech employees, multi-generational families and founders.
What credentials does Jeremy Bardin hold?
Jeremy Bardin holds the CFA credential.
Is Jeremy Bardin registered with the SEC?
Yes. Jeremy Bardin is registered as an investment adviser representative in CA (CRD 2958581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Elevate Capital manage?
Elevate Capital reports $47.3M across 81 accounts in assets under management.
How do I contact Jeremy Bardin?
Through Jeremy's website, www.elevatecapm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Elevate Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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