# INVESTMENT & TAX STRATEGIES, INC.

INVESTMENT & TAX STRATEGIES, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 157717
- Type: SEC-registered investment adviser
- SEC file number: 801-135140
- Phone: 262-886-2914
- Latest filing: 2026-02-04
- Regulatory AUM: $118.0M
- Discretionary AUM: $118.0M
- Clients: 1
- Accounts: 560

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Jamie Grant Ellis | CCO; CEO, CFO, COO, CLO, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157717/similar
- Related entities: https://search.stillhousedata.com/firm/157717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157717

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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.