Kelly
Orris

Ellsworth Advisors, LLC

CRD#7400635
Investment Advisor
in Hudson, OH

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About this Advisor

Kelly Orris is a financial advisor based in Hudson, Ohio, working with Ellsworth Advisors, LLC. Kelly has previously held positions at Nanny, Gymboree Play & Music, Kamm Investment Company, Kaulig Companies, Ellsworth Advisors, LLC, and The Little Gym. Kelly has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Kelly is part of Ellsworth Advisors, LLC, which operates out of Hudson, Ohio. The firm has 2 offices and 13 employees. The firm manages assets totaling $913.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ellsworth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1764 Georgetown Road
Hudson, OH 44236

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Ellsworth Advisors, LLC Brokerage Details

Total Assets Under Management

$913,641,239

OH Average: $2,106,341,625
Total Number of Employees

13

OH Average: 34
Total Number of Accounts

1,500

OH Average: 1,972
Average Account Size

$609,094

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kelly Orris Work History

2021 - Present (4 years)

Ellsworth Advisors, LLC

2020 - 2020 (< 1 year)

Kaulig Companies

2016 - 2018 (2 years)

Gymboree Play & Music

2016 - 2018 (2 years)

Kamm Investment Company

2014 - 2015 (1 year)

Nanny

2008 - 2015 (7 years)

The Little Gym

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kelly Orris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ellsworth Advisors, LLC

Brett Baskin
Hudson, OH
Christopher Ameen
Hudson, OH
John Dugan
Hudson, OH
Patrick Justice
Hudson, OH
Michelle Schwab
Hudson, OH
Cameron Miele
Hudson, OH
Michael Schindler
Hudson, OH
Kelly Kuennen
Hudson, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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