Kelly Orris
Investment Adviser Representative at Ellsworth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Orris is an investment adviser representative with Ellsworth Advisors, LLC in Hudson, OH, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Gymboree Play & MusicApr 2016 – Aug 2018Westlake, OH
- Kamm Investment CompanyJan 2016 – Dec 2018Cleveland, OH
- unemployedJan 2019 – Dec 2019Rocky River, OH
- Kaulig CompaniesJan 2020 – Dec 2020Hudson, OH
- Ellsworth Advisors, LLCJan 2021 – no end date reportedHudson, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ellsworth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management (cash management, fixed income, public equities, commodities), corporate retirement plans (401(k), 403(b), profit sharing plans, defined benefit plans, ESOPs, fiduciary governance, individualized participant financial consultations), financial consulting (plan development and maintenance, estate planning, tax advice, business valuations, M&A advisory), alternative investing (private equity investing, private real estate investing), and family office services (entity formation, office management and oversight, investment analysis, financial reporting, concierge services).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Hudson, OH
- SEC file number:
- 801-113634
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 23, 2026
View full firm profileOther advisors at Ellsworth Advisors, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Orris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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