# ELLSWORTH ADVISORS, LLC

ELLSWORTH ADVISORS, LLC of HUDSON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 297464
- Type: SEC-registered investment adviser
- SEC file number: 801-113634
- Location: 1764 GEORGETOWN ROAD, HUDSON, OH, 44236
- Phone: (234) 200-0703
- Latest filing: 2026-02-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $14.5M
- Clients: 16
- Accounts: 2,088

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Matthew John Kaulig | MEMBER | — |
| Kelly Michael Kuennen | PRESIDENT | — |
| Michelle Marie Schwab | CHIEF COMPLIANCE OFFICER | — |
| Cameron Shields Miele | MANAGING DIRECTOR | — |
| Timothy Banks Clepper | MANAGING PARTNER | — |
| Paul A Martin | CHIEF FINANCIAL OFFICER | — |
| MARTIN JOSEPH A | CHIEF FINANCIAL OFFICER | — |
| CAVANAUGH MICHAEL RYAN | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Kaulig Matthew John | MEMBER | — |
| KUENNEN KELLY MICHAEL | MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SCHWAB MICHELLE MARIE | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Miele Cameron Shields | MANAGING DIRECTOR | — |
| Clepper Timothy Banks | MANAGING PARTNER | — |
| Michael Maxwell Schindler | MANAGING DIRECTOR | — |
| Patrick Aaron Justice | MANAGING DIRECTOR | — |
| Brett David Baskin | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297464/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297464/similar
- Related entities: https://search.stillhousedata.com/firm/297464/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297464

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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.