# J.H. ELLWOOD & ASSOCIATES, INC.

J.H. ELLWOOD & ASSOCIATES, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 110781
- Type: SEC-registered investment adviser
- SEC file number: 801-16134
- Location: 33 W MONROE, SUITE 1000, CHICAGO, IL, 60603
- Phone: 312-782-5432
- Latest filing: 2021-08-26
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 56
- Accounts: 21

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| YOSHIDA KEVIN GLENN | BOARD DIRECTOR | — |
| EGAN RICHARD | BOARD DIRECTOR | — |
| HILL RUSSELL WHITMORE | BOARD DIRECTOR (INDEPENDENT), CHAIRMAN; DIRECTOR/CHAIRMAN/CEO; DIRECTOR/CHAIRMAN/CEO/CLASS C SHAREHOLDER (+1 more) | — |
| GEORGE DANIEL RAYMOND | BOARD DIRECTOR / MANAGING DIRECTOR; DIRECTOR/CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR | — |
| LEVANDOSKI BRADLEY JASON | BOARD DIRECTOR / CO-PRESIDENT, MANAGING DIRECTOR; DIRECTOR/CHIEF INFORMATION OFFICER; DIRECTOR/CHIEF OPERATING OFFICER | — |
| TOTH MARY SUSAN | DIRECTOR/PRESIDENT/COO; DIRECTOR/PRESIDENT/COO/CCO; DIRECTOR/PRESIDENT/COO/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PALMQUIST DANIEL RON | CONSULTANT/CLASS B SHAREHOLDER | — |
| TOTH M SUSAN B | BOARD DIRECTOR / SECRETARY, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; DIRECTOR/PRESIDENT/CHIEF COMPLIANCE OFFICER; DIRECTOR/PRESIDENT/COO/CHIEF COMPLIANCE OFFICER | — |
| ELLWOOD BARBARA KINNE | DIRECTOR | — |
| ELLWOOD JOHN HAMILTON | DIRECTOR/CHAIRMAN/CLASS A SHAREHOLDER | — |
| GOULD ROGER LOMAS | CONSULTANT/CLASS B SHAREHOLDER | — |
| HILL RUSSELL | DIRECTOR/PRESIDENT/CLASS A SHAREHOLDER; DIRECTOR/PRESIDENT/CLASS B SHAREHOLDER | — |
| WARD AARON WALDMAN | BOARD DIRECTOR/CO-PRESIDENT, MANAGING DIRECTOR; PRESIDENT, MANAGING DIRECTOR | — |
| SIMON DANIEL ERIC | BOARD DIRECTOR / MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| FARQUHAR ALEXANDER STEWART | BOARD DIRECTOR / MANAGING DIRECTOR; MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110781/similar
- Related entities: https://search.stillhousedata.com/firm/110781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110781

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.