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Ellsworth Advisors, LLC CRD 297464
$1.41B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2019-10-02 |
Branch Locations
1764 Georgetown Road, Hudson, OH 44236 • United States
Charleston, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samco Capital Markets, Inc. | Dallas | TX | 08/2014 | 09/2019 |
| Ellsworth Advisors | Hudson | OH | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-10 |
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