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ELLSWORTH ADVISORS, LLC
CRD 297464 · SEC 801-113634
1764 GEORGETOWN ROAD, HUDSON, OH, 44236, United States
Phone
(234) 200-0703
Fax
(234) 252-2461
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.39B
Team
16 total employees; 11 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersALTERNATIVE INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 641 | $794.2M |
| High net worth individuals | 212 | $592.7M |
| Corporations/business entities | 7 | $19.6M |
States served
AL, AZ, CA, CO, GA, IL, IN, MA, MI, NY, NC, OH, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD