Timothy Banks Clepper
Investment Adviser Representative at Ellsworth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Banks Clepper is an investment adviser representative with Ellsworth Advisors, LLC in Hudson, OH, where they have been registered since 2018. They have worked in the securities industry since 1997 and have been registered with 5 firms, including Stratos Wealth Partners, Ltd and LPL Financial LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). 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.
- LPL Financial LLCJan 2015 – Nov 2016Hudson, OH
- Cortland Private Wealth ManagementJan 2016 – May 2018Cortland, OH
- Ellsworth Advisors, LLCMay 2018 – no end date reportedHudson, OH
- Kaulig Companies Ltd.Oct 2016 – no end date reportedHudson, OH
- Stratos Wealth PartnersOct 2015 – May 2018Hudson, 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. Timothy Banks Clepper 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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