CS Ellis
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
CS Ellis is a state-registered investment adviser that offers portfolio management, financial planning, and the selection or referral of other advisers and allocation programs. The firm’s brochure describes services for individuals and small businesses but the firm is presented in the investment-manager category and reported no client assets under management as of the brochure date.
The firm describes a core-satellite investment approach that begins with a stable core portfolio, adds sector exposures tailored to client interests, and includes a smaller allocation to higher-growth opportunities, and it uses third‑party research sources such as Morningstar, WSJ, IBD, Zacks, YCharts and Simply Wall St. CS Ellis may engage third‑party managers and allocation programs (with documentation of those managers provided) and states its current practice is non-discretionary management while providing ongoing monitoring and periodic account reviews.
Notable distinctions disclosed in the brochure include an affiliation with insurance activities—its adviser is licensed to sell insurance products and typically uses Allianz Life fixed index annuities—and the firm receives commissions from that insurance practice, a conflict it discloses and says clients are under no obligation to accept. The firm also discloses use of third‑party advisers and referral/solicitor arrangements (including sharing of advisory fees) and charges hourly fees for financial planning (described at $300 per hour), features that are less common among investment-manager firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Income planning
Retirement income strategy
Annuities
Tax-loss harvesting
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $5,000,000.00: 0.75% $5,000,000.01 - $10,000,000.00: 0.50% $10,000,000.01+: 0.35%
$300.00 per hour, billed in fifteen-minute increments
Account minimum: $150,000.00 (may be waived)
Main office location
CS Ellis
Irwin PA, United States
Number of offices
1
Most active in
CS Ellis has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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