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CS ELLIS

ELLIS, CRAIG SCOTT

CRD 336094

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$16.5M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals42$7.1M
High net worth individuals10$9.4M

All web addresses on file

Official SEC filing: View on IAPD