# Ellsworth Advisors

Ellsworth Advisors is a Private Equity based in Hudson, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Hudson, United States
- **Region:** North America
- **Address:** 1764 Georgetown Road, Hudson, Ohio, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.ellsworthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/ellsworth-advisors

## Regulatory record

- **CRD number:** 297464
- **SEC file number:** 801-113634
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297464

## About

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.

## Sectors

- Private Equity
- Real Estate
- Fixed Income
- Commodities
- Public Equities

## People

- 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

## Questions

### 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.

### 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.

## Related profiles

- [Ellis Capital](https://altss.com/profile/ellis-capital)
- [Elm Company](https://altss.com/profile/elm-company)

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Last updated: 2026-06-03T20:00:00.000Z

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