ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC
CRD #119492 SEC #801-61828 GREENVILLE, SC 864-242-3370
SEC Registered
Total AUM
$116.7M
Discretionary
$91M
Employees
10
Clients
26
Accounts
375
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLIOTT, JEREMY, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| ELLIOTT, JEREMY, SAMUEL | I | MANAGING DIRECTOR OF ASSET MANAGEMENT/CCO | NA | Control |
| ELLIOTT, JEREMY, SAMUEL | I | MANAGING DIRECTOR OF ASSET MANAGEMENT/CCO | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| KELLAR, RALPH | I | MANAGING MEMBER | NA | Control |
| SMITH, CHARLES, GLASS | I | VICE PRESIDENT DIRECTOR OF ASSET MANAGEMENT | NA | Control |
| EDI PARTNERS, LLC | DE | OWNER | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | DE | PARENT COMPANY | E | Control |
| ELLIOTT, JEREMY, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | B | Control |
| ELLIOTT, JEREMY, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | B | Control |
| ELLIOTT, JEREMY, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JESELL, LLC | DE | EDI PARTNERS, LLC | F | |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | E | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | E | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | E | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | E | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | E | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES LLC | E | Control |
| CENTILLION PARTNERS, INC. | DE | EDI PARTNERS, LLC | C | Control |
| ELLIOTT DAVIS, LLC | DE | ELLIOTT DAVIS WEALTH MANAGEMENT SERVICES, LLC | C | Control |
Registrations
Federal
IA
Jan 29, 2007 REGISTERED
Notice Filings (3)
GA NC SC
Address
200 EAST BROAD STREETGREENVILLE, SC 29601
USA
Phone: 864-242-3370