A complete list of active advisors currently associated with Ellevity Capital, LLC

Warmer can help you find a great advisor at Ellevity Capital, LLC or one who fits your needs even better.

Ellevity Capital provides discretionary investment management primarily to individuals — including high‑net‑worth and other qualified clients — and to pooled investment vehicles. Services are focused on actively managed separate accounts and a private fund for which the firm acts as adviser, rather than broader financial planning or retirement advisory services. The firm’s investment approach centers on income‑oriented, actively managed strategies that combine a base of preferred and high‑yield equity securities with options trading; specifically, a Market Neutral Options strategy that sells index option spreads and a Defensive strategy that emphasizes preferred securities. Portfolio construction and trade decisions draw on both fundamental credit and balance‑sheet analysis and technical/momentum indicators, and management uses derivatives and portfolio‑margined option spreads in client accounts under discretionary authority. What is noteworthy for a firm of this size is the combination of roles and tools: Ellevity Capital advises a private pooled vehicle, charges performance‑based fees on its options strategy for qualified clients, and routinely uses derivatives within separately managed accounts — features that are uncommon among similarly supported firms. The firm operates with a small advisory team and a limited client base while emphasizing continuous monitoring and block/omnibus trading to manage execution and allocation across its clients and the fund.

To learn more about the advisors currently working at Ellevity Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.