RIA Intel›Advisers›Pennsylvania›ELLIS, CRAIG SCOTT

ELLIS, CRAIG SCOTT

Advisory

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in PA

#1,279

of 1,528 advisers by AUM

Average account

$318K

across 52 accounts

AUM per adviser

$17M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$17M

Discretionary %

0%

Clients

52

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients52

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InPA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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SECURITIES BROKERAGE SERVICES, INC

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NOVAK, MICHAEL DAVID

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$17M

PRECIDIAN FUNDS LLC

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$17M

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