CS ELLIS

CS ELLIS is an SEC-registered investment adviser (CRD 336094). Regulatory assets under management: $16.5M.

Registration

• CRD: 336094
• Type: Registered investment adviser
• Phone: 412-719-7958
• Latest filing: 2026-04-27
• Regulatory AUM: $16.5M
• Non-discretionary AUM: $16.5M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search