ELLIS INVESTMENT PARTNERS, LLC
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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.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 495 | $181M |
| High Net Worth Individuals | 291 | $705M |
| Charitable Organizations | 22 | $51M |
| State/Municipal Entities | 5 | — |
2 total clients reported on Form ADV.
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
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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. 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.