Ellis Investment Partners, LLC
SEC RegisteredSeeking Opportunities in a New World
About the firm
Ellis Investment Partners (EIP, LLC) is a Registered Investment Advisor (RIA) offering investment management, financial planning, trust investment management, and third-party investment adviser services. The firm emphasizes integrity, family, and quality of life as core values in helping clients reach their financial needs and objectives. It operates out of offices in Berwyn, PA and Lancaster, PA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, trust investment management services (combining EIP investment management with an outside trust company for trust administration), and third-party investment adviser (TPI) services to plan sponsors including IPS development, fund selection, ongoing fund monitoring, and participant education.
Who they serve
Individual clients seeking investment management and financial planning, as well as plan sponsors requiring third-party investment adviser services.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 1.50% |
| $501,000 to $1,000,000 | 1.25% |
| Above $1,000,000 | 1.00% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ellis Investment Partners, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched