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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Peak primeFrontier
- Established Date
- 11-01-2014
- Office Locations
- 13
Office Locations
About Ellevest
Ellevest is a women-founded, women-led, SEC-registered fiduciary RIA (founded 2014) focused on women, families, and the next generation. It provides goals-based wealth management and financial planning, building diversified portfolios (stocks, bonds, mutual funds and ETFs) with an emphasis on cost and tax efficiency. Private Wealth clients can access select private investments, including values-aligned impact private funds. In 2025, Ellevest exited automated investing and transferred qualifying digital accounts to Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SALLIE LEE KRAWCHECK
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 10% but less than 25%
CHARLES HOPE KROLL
Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Prime crest
Element matrix crest
- CRD
- #18534
- Ownership
- 38.4%
Showing 2 of 4 owners & executives
Unlock allContacts
ASHLEY NICOLE BLECKNER
Financial Advisor, General Partner
- CRD
- #6556257
Sara Faurer
Wealth Advisor
- CRD
- #6823824
Vertex glacier
Oak atlas atlas
- CRD
- #63758
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,131,232,881 | $2,386,567 |
| Non-Discretionary | $0 | -- |
| Total | $1,131,232,881 | $2,386,567 |
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Separately Managed Accounts
Total SMA Asset: $1,131,232,881
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $524,307,695 | 14.6% |
| Public Funds | $474,031,614 | 13.2% |
| Private Funds | $614,086,409 | 17.1% |
| Municipal Bonds | $606,904,112 | 16.9% |
| Cash | $689,500,530 | 19.2% |
| Equity - OTC | $682,318,233 | 19.0% |
| Total | $3,591,148,593 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PIONEER | EAGLE HARBOR | FIUL6TXC2 | QLZRK | 7.29% | $35,000,562 |
| MATRIX TIMBER | FRONTIER CATALYST | 0N3Z4DIWK | PTQKA | 5.61% | $61,974,195 |
| CATALYST EAGLE LEGACY | VERTEX ALPHA | FSK3A9JPV | NRTCJ | 12.15% | $111,149,776 |
| ELEMENT VECTOR | BRIDGE HARBOR | CEYSU44TO | DHH | 7.66% | $62,849,304 |
| RIDGE PIONEER | FRONTIER PIONEER | JB7WGJZBE | VKS | 1.81% | $116,677,034 |
| OAK LEGACY INSIGHT | SUMMIT MATRIX | KX6TSVOXR | QGZRP | 8.25% | $34,161,475 |
| SUMMIT CATALYST FRONTIER | SUMMIT VALUE | QWD2ZEZ2T | VJW | 2.49% | $33,505,007 |
| MERIDIAN CREST GLACIER | GLACIER OAK | 25000FIMT | THFI | 10.34% | $50,851,338 |