CS Ellis
Firm details
- Headquarters
- ,
- CRD number
- 336094
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.8%
- Individuals43.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Craig Ellis
Chief Operating OfficerCRD 1549189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations