A complete list of active advisors currently associated with Ellison Investment Advisors
Warmer can help you find a great advisor at Ellison Investment Advisors or one who fits your needs even better.
Ellison Investment Advisors provides investment management and written financial planning to individuals, families, professionals, trusts and small-business retirement plans. The firm offers discretionary and non-discretionary portfolio management across equity, fixed-income and balanced strategies, and prepares annual retirement or education savings estimates and tailored financial plans. The firm follows a disciplined, long-term investment approach that blends value and growth styles, emphasizes client-specific investment policy statements and asset allocation, and conducts formal monthly reviews with documented quarterly summaries. Short-term trading is constrained (generally limited to 15% of assets at a client’s request), and the firm will provide covered-call option writing or margin advice when clients authorize those activities. Among features that distinguish the firm from many peers, it works directly with small-business retirement plans and has adopted a DOL-compliant “level fee” option and best-interest contract framework for retirement and education accounts. The brochure also discloses a historical regulatory matter: a 1998 administrative action by the Virginia State Corporation Commission regarding employment of an unregistered representative, which was resolved by consent and payment of penalties.
To learn more about the advisors currently working at Ellison Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fairfax, VA
| 36
|
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