This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-19-2018
- Office Locations
- 1
Office Locations
About Ellsworth Advisors, LLC
Ellsworth Advisors is an independent wealth management and planning firm serving individuals, families, business owners, and corporate retirement plans. The team delivers comprehensive financial planning alongside portfolio management and asset allocation, with tax/accounting and estate/retirement planning support. Investment work spans cash management, fixed income, public equities, commodities, and select private equity/real estate, with family office capabilities. Client accounts are supported through Charles Schwab.
Reported data analysis
What the numbers show
Between October 9, 2025 and February 23, 2026, reported AUM increased 18.6%, from $1.2B to $1.4B.
Across 5 reported observations, AUM increased 97.7% between November 15, 2022 and February 23, 2026, from $711.4M to $1.4B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 11 advisory representatives and 870 clients, or 79.1 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ellsworth Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ellsworth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRETT DAVID BASKIN
Advisor, DIRECTOR
- CRD
- #6499184
- Ownership
- Less than 5%
Timothy Banks Clepper
Investment Advisor, Managing Partner
- CRD
- #2960727
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
Christopher George Ameen
Senior Vice President
- CRD
- #6757164
JOHN LEO DUGAN
Advisor
- CRD
- #6072182
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,391,944,920 | $679,661 |
| Non-Discretionary | $14,519,660 | $362,992 |
| Total | $1,406,464,580 | $673,594 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ellsworth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ellsworth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.