ELLIS FINANCIAL SOLUTIONS LLC

Overview

Ellis Financial Solutions LLC is a small, individual-owned limited liability company that combines accounting work with advisory services. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It identifies itself as a capital allocator, indicating it places client capital with external managers or funds rather than only managing all assets in-house. Compensation is by a mix of percentage-of-AUM fees and fixed fees. The firm is not flagged as an active ESG investor, is not a multistate adviser, and is not newly formed. Regulatory-classification fields in the snapshot are unclassified; the record does not list a public SEC registration year.

Assets & Accounts

Investments & Alternatives