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Ellsworth Advisors
Timothy B. Clepper leads Ellsworth Advisors, an Ohio hybrid that combines private-equity investing with retirement-plan and M&A advisory for business...
Ellsworth Advisors
Ellsworth Advisors, LLC is an independent, fee-based SEC registered investment advisor based in Hudson, Ohio. | Ellsworth Advisors is a fee-based full-service financial advisor. We provide financial planning, asset management, asset allocation, tax, accounting, retirement planning, and estate planning service. We begin by taking a complete overview of your financial needs.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hudson
Corporate office
1764 Georgetown Road, Hudson, Ohio, United States
Principals
Timothy B. Clepper
Managing Partner
Kelly M. Kuennen
President
Cameron S. Miele
Managing Director
Michael Schindler
Managing Director
Patrick A. Justice
Managing Director
Derek N. Spencer
Senior Director, Strategic Growth
Michelle M. Schwab
Chief Compliance Officer
Brett D. Baskin
Director
Christopher G. Ameen Sr.
Senior Vice President
Dave Jakubowski
Senior Vice President
John L. Dugan II
Senior Vice President
Christopher M. Prado
Senior Vice President
Sector focus
Frequently asked questions
How is Ellsworth Advisors structured — is it a private equity fund or a wealth manager?
Ellsworth operates as a hybrid. The firm provides private-equity and private real-estate investing alongside conventional wealth-management services such as financial planning, tax advice, and estate planning. It also administers corporate retirement plans under a fiduciary mandate. This structure positions Ellsworth closer to a multi-family office for business owners than a traditional blind-pool PE fund.
Who runs investment decisions at Ellsworth Advisors?
Managing Partner Timothy B. Clepper is the firm's most senior investment professional. President Kelly M. Kuennen and Managing Directors Cameron S. Miele, Michael Schindler, and Patrick A. Justice form the core leadership group. The firm does not publicly break out an investment committee or CIO role, so ultimate decision authority sits with the partnership.
Does Ellsworth Advisors manage outside capital, or is it a single-family vehicle?
Ellsworth is not a single-family office. The firm markets its services to individuals, families, business owners, and corporate retirement plans, indicating it manages third-party assets. Whether the firm runs discretionary PE funds or invests on a deal-by-deal co-investment basis is not disclosed.
What investment stages or asset classes does Ellsworth Advisors target?
The firm names private-equity investing and private real-estate investing as core alternatives offerings. On the liquid side, it covers public equities, fixed income, cash management, and commodities. For corporate clients, it administers 401(k), 403(b), profit-sharing, defined-benefit, and ESOP plans. Specific stage or sector preferences are not published.
Where does Ellsworth Advisors have offices, and where does it source deals?
Ellsworth operates from a single office at 1764 Georgetown Road in Hudson, Ohio. The firm's disclosed principal footprint is local to Northeast Ohio, with no additional offices or stated geographic investment mandate. Its deal pipeline for private investments is not described publicly.
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