$106.9M Total AUM
$106.9M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- VectorElement +more
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
5237 College Avenue Oakland CA
About Ella Financial Advising
Ella Financial Advising is a planning-led RIA serving climate-conscious individuals and families, helping clients align financial decisions and investments with personal values while pursuing long-term goals. The firm provides ongoing financial planning and investment guidance with an impact-focused, values-aligned approach. Led by CFP Ella Taylor and listed with NAPFA and XY Planning Network; custodians include Charles Schwab.
Team overview
33 AVG AGE
$106.9M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Quantum Peak quantum Harbor oak Signal insight Harbor Vital Alpha
Custodian
Glacier Matrix Value
Investment Themes
Pioneer Frontier Vertex Catalyst radial Eagle Wave
Investment Vehicles
Vector optima
Platform
Harbor vector Capital
Services
Alpha element North prime Vector glacier Unison oak Insight Prime Pathway Insight Peak prime
Technology
Matrix crest Vertex frontier Delta wave Crest Peak
Owner & Executives
ELIZABETH ELSA TAYLOR
Chief Compliance Officer, Owner
- CRD
- #6404273
- Ownership
- 75% or more
(832) 981-4089
eagle.atlas@bridgecapital.com
in linkedin.com/in/eagle-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,855,983 | $472,814 |
| Non-Discretionary | $0 | -- |
| Total | $106,855,983 | $472,814 |
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Separately Managed Accounts
Total SMA Asset: $106,855,983
Public Funds:
15.1% Cash:
18.4% Equity - Exchange:
14.7% Private Funds:
18.8% Municipal Bonds:
12.5% Other:
10.6% U.S. Government/Agency:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $626,811,395 | 15.1% |
| Cash | $763,796,667 | 18.4% |
| Equity - Exchange | $610,207,119 | 14.7% |
| Private Funds | $780,400,942 | 18.8% |
| Municipal Bonds | $518,883,605 | 12.5% |
| Other | $440,013,297 | 10.6% |
| U.S. Government/Agency | $410,955,815 | 9.9% |
| Total | $4,151,068,840 | 100.0% |