Ellija Capital Management, LLC

Overview

Ellija Capital Management, LLC is an independent, owner-operated registered investment adviser focused on individuals and families, with some work for small businesses. The firm provides financial planning and portfolio management and bills clients through a blend of fee structures: percentage of assets under management, hourly charges and fixed fees. Its advisory approach emphasizes separately managed accounts and exchange-traded equities as core sleeve exposures, supplemented by mutual funds and annuities to address income, tax-deferral and liability-matching needs. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices