RIA Intel›Advisers›Virginia›ELLIS FINANCIAL GROUP LLC

ELLIS FINANCIAL GROUP LLC

Advisory

SALEM, VA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in VA

#456

of 588 advisers by AUM

Average account

$380K

across 250 accounts

AUM per adviser

$48M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

96 clients

20 high-net-worth

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

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