CRD: 157669
Ellis Investment Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-06-2012
- Office Locations
- 4
Office Locations
About Ellis Investment Partners, LLC
Ellis Investment Partners, LLC is an RIA providing investment management and ongoing financial planning for retail and institutional clients. Portfolios utilize individual securities, mutual funds/ETFs, and separate account managers. The firm also offers trust investment management in partnership with an external trust company for administration, and serves as an independent third-party adviser to plan sponsors for IPS development, fund selection, monitoring, and participant education. Led by CFA President/CIO David Y. Sun.
Reported data analysis
What the numbers show
Between November 3, 2025 and March 12, 2026, reported AUM increased 7.6%, from $916.7M to $986.8M.
Across 5 reported observations, AUM increased 25.5% between March 26, 2022 and March 12, 2026, from $786.4M to $986.8M.
Of the latest reported AUM, 93.9% is discretionary and 6.1% is non-discretionary.
The firm reports 18 advisory representatives and 822 clients, or 45.7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 4 reported office locations and 14 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
DAVID YU-WEN SUN
Chief Investment Officer, President
- CRD
- #1849131
- Ownership
- 75% or more
anthony michael civitello
Partner
- CRD
- #6594272
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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EVAN AVGERINOS
Portfolio Consultant
- CRD
- #2496249
Alexis Rose Barnhart
Portfolio Analyst
- CRD
- #8049116
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $927,136,605 | $1,202,512 |
| Non-Discretionary | $59,712,442 | $2,843,450 |
| Total | $986,849,047 | $1,246,022 |
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Separately Managed Accounts
SMA allocation detail is available
Ellis Investment Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ellis Investment Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.