Ellis Financial Planning
Ellis Financial Planning is an SEC-registered mass-market adviser in Clarksville, TN with $180.7M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Ellis Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333092, SEC 801-131209, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $180.7M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Clarksville, TN
- Employees
- 7
- Clients
- 331
- CRD
- 333092
- Ownership
- Ellis, Kathy, Barlar; ELLIS, ERIC, EDWARD; Goforth, Sonia, Ann; GOFORTH, SONIA, ANN; WOODARD, KEVIN, SEAN
How much AUM does Ellis Financial Planning have?
Ellis Financial Planning reported $180.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Ellis Financial Planning?
Disclosed owners and executives of Ellis Financial Planning include Ellis, Kathy, Barlar, ELLIS, ERIC, EDWARD, Goforth, Sonia, Ann, GOFORTH, SONIA, ANN, WOODARD, KEVIN, SEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.