E
Ellison Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,848,204
Clients
16
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$1,490,513
About
Ellison Investment Advisors provides investment management and written financial planning to individuals, families, professionals, trusts and small-business retirement plans. The firm offers discretionary and non-discretionary portfolio management across equity, fixed-income and balanced strategies, and prepares annual retirement or education savings estimates and tailored financial plans.
The firm follows a disciplined, long-term investment approach that blends value and growth styles, emphasizes client-specific investment policy statements and asset allocation, and conducts formal monthly reviews with documented quarterly summaries. Short-term trading is constrained (generally limited to 15% of assets at a client’s request), and the firm will provide covered-call option writing or margin advice when clients authorize those activities.
Among features that distinguish the firm from many peers, it works directly with small-business retirement plans and has adopted a DOL-compliant “level fee” option and best-interest contract framework for retirement and education accounts. The brochure also discloses a historical regulatory matter: a 1998 administrative action by the Virginia State Corporation Commission regarding employment of an unregistered representative, which was resolved by consent and payment of penalties.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $749,999.99: Equity: 1.25% annually $750,000 - $1,499,999.99: Equity: 1.08% annually $1,500,000 - $2,499,999.99: Equity: 0.96% annually $2,500,000 - $3,999,999.99: Equity: 0.84% annually $4,000,000+: Equity: 0.72% annually $0 - $749,999.99: Fixed Income: 1.15% annually $750,000 - $1,499,999.99: Fixed Income: 0.99% annually $1,500,000 - $2,499,999.99: Fixed Income: 0.88% annually $2,500,000 - $3,999,999.99: Fixed Income: 0.77% annually $4,000,000+: Fixed Income: 0.66% annually $0 - $749,999.99: Mutual Funds: 1.15% annually $750,000 - $1,499,999.99: Mutual Funds: 0.99% annually $1,500,000 - $2,499,999.99: Mutual Funds: 0.88% annually $2,500,000 - $3,999,999.99: Mutual Funds: 0.77% annually $4,000,000+: Mutual Funds: 0.66% annually Under 20% of portfolio net worth - Under 20% of portfolio net worth: Cash and Cash Equivalents: 0.00% annually 20% - 39.99%: Cash and Cash Equivalents: 0.20% annually 40.00% - 59.99%: Cash and Cash Equivalents: 0.25% annually 60.00%+: Cash and Cash Equivalents: 0.30% annually $0 - $749,999.99: Retirement/Education Accounts Level Fee: 1.15% annually $750,000 - $1,499,999.99: Retirement/Education Accounts Level Fee: 0.99% annually $1,500,000 - $2,499,999.99: Retirement/Education Accounts Level Fee: 0.88% annually $2,500,000 - $3,999,999.99: Retirement/Education Accounts Level Fee: 0.77% annually $4,000,000+: Retirement/Education Accounts Level Fee: 0.66% annually
$110 per hour billed in 10-minute increments for financial planning and impersonal advisory services.
Account minimum: No minimum asset requirement; however, there is a minimum annual investment management or retainer fee of $1,000, making assets under $250,000 generally not economically justified due to the minimum fee. Minimum fee: Minimum quarterly management fee of $250 per client, equating to a minimum annual fee of $1,000. Fee-only: Hourly rate of $110 per hour; financial planning fees also offered as an annual percentage of assets or hourly fees.
Main office location
Ellison Investment Advisors
Fairfax VA, United States
Number of offices
1
Most active in
Ellison Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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