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ELLSWORTH ADVISORS, LLC

HUDSON, OH · CRD 297464 · IAPD ↗ · ellsworthadvisors.com · (234) 200-0703

$1.41BRegulatory AUM
11Advisory reps
16Employees
10Clients
251-500Planning clients
9Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — ELLSWORTH ADVISORS, LLC notice-filed in IL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2025 — ELLSWORTH ADVISORS, LLC crossed $1B in regulatory AUM ($913.6M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
November 2024 — ELLSWORTH ADVISORS, LLC notice-filed in AL, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
October 2024 — ELLSWORTH ADVISORS, LLC changed its website from login.orionadvisor.com to advisorclient.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2024 — ELLSWORTH ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — ELLSWORTH ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — ELLSWORTH ADVISORS, LLC changed its website from advisorclient.com to login.orionadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — ELLSWORTH ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.