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CRD: 116393
Ellison Investment Advisors
Fairfax, VA
7033591453
$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-1996
- Office Locations
- 1
Office Locations
-- Fairfax VA
About Ellison Investment Advisors
Ellison Investment Advisors is a Fairfax-based RIA. The firm has been operating for 30 years. Managing $23.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
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Owner & Executives
J
JOHN STEWART ELLISON
Senior Advisor
- CRD
- #1796694
- Ownership
- 75% or more
(585) 561-3600
eagle.vital@foundationcapital.com
in linkedin.com/in/momentum-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,848,204 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,848,204 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,848,204
Equity - Exchange:
37.2% Cash:
14.6% Public Funds:
48.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,454,632,441 | 37.2% |
| Cash | $570,904,130 | 14.6% |
| Public Funds | $1,884,765,690 | 48.2% |
| Total | $3,910,302,261 | 100.0% |