Ellenbecker Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in Waukesha, WI. Its latest Form ADV filing, dated March 27, 2026, reports $2.1B in regulatory assets under management, 51 employees, 2 offices, and 2,287 accounts.
Assets Under Management
$2.1B
Employees
51
Offices
2 offices
Total Clients
2,283
Primary office
WAUKESHA, WI
N21 W23350 RIDGEVIEW PARKWAY, WAUKESHA, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
1,593
2
HNWI
30.0%
684
3
Charitable
0.3%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 27, 2026
Discretionary99.9%
$2.1B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts2,287
10Y AUM Change+$1.5B (+281.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee45:1
10Y Employee Change+29 (+131.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.