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Ellis Financial Planning
ELLIS FINANCIAL PLANNING is an SEC-registered investment adviser in CLARKSVILLE, TN, registered since 2024. The firm manages $181 million in assets, $158...
Ellis Financial Planning
ELLIS FINANCIAL PLANNING is an SEC-registered investment adviser in CLARKSVILLE, TN, registered since 2024. The firm manages $181 million in assets, $158 million on a discretionary basis. It has 7 employees and 3 investment advisers.
General information
Firm type
Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs Ellis Financial Planning?
No named principals or key executives are publicly associated with Ellis Financial Planning. The firm has not published a team page or identified an investment committee through public records.
What is Ellis Financial Planning's investment strategy?
The firm has not disclosed an investment strategy. Without a publicly available Form ADV, offering documents, or portfolio disclosures, its asset allocation, sector preferences, and stage mandates remain unknown.
Is Ellis Financial Planning actually a family office?
There is no evidence classifying Ellis Financial Planning as a single-family office. The firm does not appear in Form ADV filings as an exempt reporting adviser for a single-family office, nor does any public source connect it to a specific wealth origin or family.
Does Ellis Financial Planning take outside capital?
Unknown. Without regulatory disclosures or a public investment vehicle, it is unclear whether the firm manages proprietary capital, external client assets, or both.
Where is Ellis Financial Planning located?
No physical address or jurisdiction of operation is publicly documented for Ellis Financial Planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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