Charleston, SC Office

Ellsworth Advisors provides investment advisory and financial planning services to a mix of individual clients (including non‑HNW and high‑net‑worth households), corporations, trusts, and retirement plans. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, pension consulting (including 3(21) and 3(38) plan services), and family office support.

Portfolios are tailored through an Investment Policy Statement for each household and managed using a mix of analytic approaches (fundamental, quantitative, technical, and modern portfolio theory) with both long‑ and short‑term trading strategies. The firm typically requests discretionary authority, conducts ongoing performance reviews with servicing advisors, and may allocate client assets to third‑party managers or private placements as part of a diversified strategy.

Ellsworth is notable among multi‑team RIAs for combining private fund and alternative investment access offered on a deal‑by‑deal basis (generally to accredited investors) with activities as a wrap‑fee program sponsor and an insurance‑licensed agency that sells annuities and other insurance products. The firm also reports substantial pension consulting assets and discloses related outside business arrangements and promotional fees for certain alternative investments, which are provided to clients with disclosures and documented oversight.