Ellsworth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hudson, OH. Its latest Form ADV filing, dated February 23, 2026, reports $1.4B in regulatory assets under management, 16 employees, 2 offices, and 2,088 accounts.
Top client segmentIndividuals represent 74.5% of total clients.
Top client categories% of clientsClients
1
Individuals
74.5%
641
2
HNWI
24.7%
212
3
Corporations
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 23, 2026
Discretionary99.0%
$1.4B
99% of total RAUM99.0%
Non-discretionary1.0%
$15M
1% of total RAUM1.0%
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$1.4B
Total Accounts2,088
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee54:1
10Y Employee Change+9 (+128.6%)
* 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.