CLARKSVILLE, TNCRD 333092Latest ADV March 25, 2026
Ellis Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clarksville, TN. Its latest Form ADV filing, dated March 25, 2026, reports $181M in regulatory assets under management, 7 employees, and 891 accounts.
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
288
2
HNWI
12.7%
42
3
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 25, 2026
Discretionary87.2%
$158M
87% of total RAUM87.2%
Non-discretionary12.8%
$23M
13% of total RAUM12.8%
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$181M
Total Accounts891
10Y AUM Change+$181M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* 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.