CRD: 317964
Amherst Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-28-2021
- Office Locations
- 1
Office Locations
About Amherst Financial Group, LLC
Amherst Financial Group, LLC is an Amherst, NH-based RIA providing integrated financial planning and investment management, including portfolio construction, trading, and reporting. The team supports retirees/pre-retirees, small business owners, working professionals, and recent job changers with risk/insurance and hedging, cash management and lending, estate/charitable and income tax planning, and employee benefits consulting; custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 184 clients, or 184 clients per representative. That equates to $292.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROBERT GORDON ELLIS
Chief Compliance Officer, Director, Managing Member, Managing Partner
- CRD
- #4505867
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN THOMAS HOWLETT
Financial Advisor
- CRD
- #4431776
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,730,259 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,730,259 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Amherst Financial Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.