Ellison Investment Advisors

Overview

Ellison Investment Advisors is a small, independent registered investment adviser structured as a sole proprietorship that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated investment preference is equity-centric: exchange-traded equities make up the largest share of client assets, and the firm appears to construct client portfolios around liquid equity exposures supplemented by fixed-income and alternative allocations where appropriate. Fee arrangements combine a percentage of assets under management with the option for hourly billing, which fits a boutique advisory model that delivers both ongoing portfolio oversight and project-based planning work. Ellison Investment Advisors is not positioned as a multi-state adviser or a capital allocator and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices