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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 06-27-2007
- Office Locations
- 1
Office Locations
About Ellija Capital Management, LLC
Ellija Capital Management, LLC is an independent, fee-based fiduciary RIA providing comprehensive wealth management, including investment management, financial planning/consulting, estate planning, and insurance. Portfolios use ETFs, mutual funds and fixed income (including municipal and U.S. government/agency bonds) with a risk-vs.-reward analytics approach. Custodied at Schwab with a Blueleaf client portal.
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Owner & Executives
THADDEUS MICHAEL LUBBERS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4371309
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
AMANDA CAMPBELL
Investment Advisor Representative
- CRD
- #6285549
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,030,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,030,570 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,030,570
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $640,639,192 | 34.3% |
| Cash | $319,385,720 | 17.1% |
| Public Funds | $364,211,786 | 19.5% |
| Municipal Bonds | $386,624,819 | 20.7% |
| U.S. Government/Agency | $156,891,230 | 8.4% |
| Total | $1,867,752,747 | 100.0% |