CS Ellis
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CS Ellis provides financial planning, ongoing portfolio management, and advisor‑selection services to individuals and small businesses. The firm reports managing about $16.5 million across roughly 52 client relationships and delivers non‑discretionary portfolio management alongside hourly financial planning and consultation services.
The firm’s investment approach emphasizes a personalized core portfolio aligned with each client’s risk tolerance and long‑term goals, with selective sector exposures and a smaller allocation to higher‑growth opportunities. CS Ellis uses public research sources (Morningstar, WSJ, IBD, YCharts, Simply Wall St.) and may employ third‑party managers or allocation programs, with transactions executed only after client approval under its non‑discretionary model.
A distinctive aspect of the firm is its formal affiliations with other investment advisers and an insurance business: the principal is a licensed insurance agent who offers commissionable products, including fixed indexed annuities (notably Allianz Life), and the firm may act as a solicitor or refer clients to third‑party advisers and receive compensation for referrals. These insurance and referral relationships — which the brochure discloses and supports with due‑diligence materials for recommended advisers — are less common among independent firms and are identified as potential conflicts that the firm seeks to manage and disclose.
Client services
Expertise
Fee options
$0 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $5,000,000.00: 0.75% $5,000,000.01 - $10,000,000.00: 0.50% $10,000,000.01+: 0.35%
$300.00 per hour, billed in fifteen-minute increments; initial consultation is free; fees are negotiable
Account minimum: $150,000.00 (may be waived by the adviser based on client needs and complexity)
Main office
Irwin PA
Advisors at this office
1
Most active in
Pennsylvania · Texas
Also doing business as
C. Scott Ellis, Cfp · Cs Ellis · Ellis, Craig Scott
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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