CS Ellis

Overview

CS Ellis operates as a sole proprietorship and is registered as an independent registered investment adviser serving individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and conducts manager selection — effectively acting as a capital allocator that sources outside managers for certain exposures. Compensation is a mix of asset-based fees and hourly charges. The adviser does not identify as an active ESG investor, is not multi-state registered, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives