C
$16.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
0 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 01-21-2026
- Office Locations
- 1
Office Locations
-- Irwin PA
About CS Ellis
CS Ellis is a Irwin-based RIA. The firm has been operating for 0 years. Managing $16.5M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
59 AVG AGE
$16.5M AVG AUM / ADVISOR
$317.7K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Delta signal
Custodian
Signal vital Alpha Vector
Investment Themes
Matrix Ember
Investment Vehicles
Focus
Platform
Vertex
Services
Legacy Optima harbor Timber beacon North Insight prime Eagle quantum
Technology
Quantum zenith
Owner & Executives
CRAIG SCOTT ELLIS
PRINCIPAL
- CRD
- #1549189
- Ownership
- 75% or more
(560) 553-4916
summit.delta@pioneercapital.com
in linkedin.com/in/optima-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,521,308 | -- |
| Total | $16,521,308 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,521,308
Equity - Exchange:
61.7% Cash:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,408,550,558 | 61.7% |
| Cash | $3,357,333,652 | 38.3% |
| Total | $8,765,884,210 | 100.0% |