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ELLIS INVESTMENT PARTNERS, LLC
CRD 157669File 801-73011
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$986.8M
Above cohort median (national)
Discretionary AUM
$927.1M
Non-discretionary $59.7M
Clients
818
792 accounts
Employees
23
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 6, 2012
- Principal office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, BERWYN, PA, 19312
- Phone
- 484-320-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $986.8M
- Discretionary AUM
- $927.1M
- Non-discretionary AUM
- $59.7M
- Discretionary accounts
- 771
- Non-discretionary accounts
- 21
- Total accounts
- 792
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.5M |
| Charitable organizations | 5 | $11.6M |
| High net worth individuals | 291 | $704.6M |
| Pension and profit sharing plans | 22 | $50.9M |
| State or municipal government entities | Fewer than 5 | $7.0M |
| Individuals (other than high net worth individuals) | 495 | $181.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 820 | 818 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.