Ellis Investment Partners, LLC

CRD 157669 · Berwyn, PA · $986.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 157669
SEC number: 801-73011
Firm type: RIA
Assets under management: $986.8M as of Mar 12, 2026
Website: www.ellisinvestmentpartners.com ↗
Phone: 484-320-6300
Address: 920 Cassatt Road, Berwyn, PA, 19312

Advisors at this firm

18 in our index · page 1 of 1

Evan AvgerinosCRD 2496249 · Berwyn, PA

IA Registered
Alexis Rose BarnhartCRD 8049116 · Berwyn, PA

IA Registered
Samuel Marcelino CarpinCRD 4384129 · Berwyn, PA

IA RegisteredRegistration inactive
Jennifer Ann GarrettCRD 1628496 · Berwyn, PA

IA Registered
Christian GrudeCRD 1733168 · Berwyn, PA

IA RegisteredRegistration inactive
Robert Frederick HabigCRD 2146490 · Lancaster, PA

IA Registered
Daniel Joseph KelleyCRD 2468949 · Berwyn, PA

IA Registered
Derek Allen LemkeCRD 4499667 · Berwyn, PA

IA Registered
Joseph McginleyCRD 2106077 · San Jose, CA

IA RegisteredRegistration inactive
Ross Brian MuldoonCRD 5243220 · Berwyn, PA

IA Registered
Michael Allen NewmanCRD 2145294 · Berwyn, PA

IA Registered
Woodward Town OdiorneCRD 351048 · Berwyn, PA

IA Registered

Disclosure event(s) on record
Andrew Donald SchafferCRD 6213821 · Berwyn, PA

IA RegisteredRegistration inactive
Jonathan D SmithCRD 4843601 · Berwyn, PA

IA Registered

Disclosure event(s) on record
David Yu-Wen SunCRD 1849131 · Berwyn, PA

IA Registered
Robin SunCRD 6101223 · Westminster, CA

IA Registered
Nicholas Woo-Hsiung SunCRD 6908936 · Berwyn, PA

IA Registered
Anthony Michael CivitelloCRD 6594272 · Berwyn, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.