ELLSWORTH ADVISORS, LLC
CRD #297464 SEC #801-113634 HUDSON, OH (234) 200-0703
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
16
Clients
251
Accounts
1,863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $10M | 16 | 3 |
| Feb 2025 | $1.2B | $1.2B | $10M | 16 | 3 |
| Nov 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Oct 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Oct 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Sep 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Aug 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Mar 2024 | $913.6M | $913M | $679.3K | 13 | 4 |
| Mar 2024 | $641.2M | $640.5M | $679.3K | 13 | 4 |
| May 2023 | $777M | $776M | $977.6K | 13 | 4 |
| Apr 2023 | $777M | $776M | $977.6K | 13 | 4 |
| Mar 2023 | $777M | $776M | $977.6K | 13 | 4 |
| Mar 2023 | $777M | $776M | $977.6K | 13 | 4 |
| Mar 2023 | $777M | $776M | $977.6K | 13 | 4 |
| Nov 2022 | $711.4M | $709.7M | $1.8M | 12 | 0 |
| Mar 2022 | $711.4M | $709.7M | $1.8M | 12 | 0 |
| Mar 2022 | $711.4M | $709.7M | $1.8M | 12 | 0 |
| Dec 2021 | $562.2M | $560.3M | $2M | 12 | 0 |
| Oct 2021 | $562.2M | $560.3M | $2M | 12 | 0 |
| Jun 2021 | $562.2M | $560.3M | $2M | 12 | 0 |
| Mar 2021 | $562.2M | $560.3M | $2M | 12 | 0 |
| Mar 2021 | $562.2M | $560.3M | $2M | 12 | 0 |
| Nov 2020 | $549.6M | $548.8M | $774.9K | 12 | 0 |
| Nov 2020 | $386M | $385.4M | $574.9K | 12 | 0 |
| Aug 2020 | $386M | $385.4M | $574.9K | 11 | 0 |
| May 2020 | $386M | $385.4M | $574.9K | 11 | 0 |
| Apr 2020 | $386M | $385.4M | $574.9K | 11 | 0 |
| Mar 2020 | $386M | $385.4M | $574.9K | 11 | 0 |
| Mar 2020 | $386M | $385.4M | $574.9K | 11 | 0 |
| Feb 2020 | $520.4M | $309.4M | $211M | 11 | 0 |
| Jan 2020 | $520.4M | $309.4M | $211M | 11 | 0 |
| Nov 2019 | $520.4M | $309.4M | $211M | 11 | 0 |
| Nov 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Oct 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Oct 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Oct 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Sep 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Sep 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Sep 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Aug 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Jul 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| May 2019 | $520.4M | $309.4M | $211M | 9 | 0 |
| Mar 2019 | $253.3M | $253.3M | $0 | 9 | 0 |
| Mar 2019 | $253.3M | $253.3M | $0 | 9 | 0 |
| Feb 2019 | $253.3M | $253.3M | $0 | 9 | 0 |
| Feb 2019 | $398.5M | $398.5M | $0 | 9 | 0 |
| Jan 2019 | $398.5M | $398.5M | $0 | 9 | 0 |
| Jan 2019 | $398.5M | $398.5M | $0 | 9 | 0 |
| Jan 2019 | $398.5M | $398.5M | $0 | 9 | 0 |
| Dec 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Dec 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Dec 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Dec 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Dec 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Nov 2018 | $398.5M | $398.5M | $0 | 9 | 0 |
| Nov 2018 | $168M | $168M | $0 | 8 | 0 |
| Nov 2018 | $168M | $168M | $0 | 8 | 0 |
| Nov 2018 | $168M | $168M | $0 | 8 | 0 |
| Nov 2018 | $168M | $168M | $0 | 8 | 0 |
| Nov 2018 | $168M | $168M | $0 | 8 | 0 |
| Nov 2018 | $168M | $168M | $0 | 7 | 0 |
| Oct 2018 | $168M | $168M | $0 | 7 | 0 |
| Oct 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
| Jun 2018 | $0 | $0 | $0 | 7 | 0 |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees16
Clients3
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10M
Employees16
Clients3
DateNov 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateOct 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateOct 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateSep 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateAug 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateMar 2024
Total AUM$913.6M
Discretionary$913M
Non-Disc.$679.3K
Employees13
Clients4
DateMar 2024
Total AUM$641.2M
Discretionary$640.5M
Non-Disc.$679.3K
Employees13
Clients4
DateMay 2023
Total AUM$777M
Discretionary$776M
Non-Disc.$977.6K
Employees13
Clients4
DateApr 2023
Total AUM$777M
Discretionary$776M
Non-Disc.$977.6K
Employees13
Clients4
DateMar 2023
Total AUM$777M
Discretionary$776M
Non-Disc.$977.6K
Employees13
Clients4
DateMar 2023
Total AUM$777M
Discretionary$776M
Non-Disc.$977.6K
Employees13
Clients4
DateMar 2023
Total AUM$777M
Discretionary$776M
Non-Disc.$977.6K
Employees13
Clients4
DateNov 2022
Total AUM$711.4M
Discretionary$709.7M
Non-Disc.$1.8M
Employees12
Clients0
DateMar 2022
Total AUM$711.4M
Discretionary$709.7M
Non-Disc.$1.8M
Employees12
Clients0
DateMar 2022
Total AUM$711.4M
Discretionary$709.7M
Non-Disc.$1.8M
Employees12
Clients0
DateDec 2021
Total AUM$562.2M
Discretionary$560.3M
Non-Disc.$2M
Employees12
Clients0
DateOct 2021
Total AUM$562.2M
Discretionary$560.3M
Non-Disc.$2M
Employees12
Clients0
DateJun 2021
Total AUM$562.2M
Discretionary$560.3M
Non-Disc.$2M
Employees12
Clients0
DateMar 2021
Total AUM$562.2M
Discretionary$560.3M
Non-Disc.$2M
Employees12
Clients0
DateMar 2021
Total AUM$562.2M
Discretionary$560.3M
Non-Disc.$2M
Employees12
Clients0
DateNov 2020
Total AUM$549.6M
Discretionary$548.8M
Non-Disc.$774.9K
Employees12
Clients0
DateNov 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees12
Clients0
DateAug 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees11
Clients0
DateMay 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees11
Clients0
DateApr 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees11
Clients0
DateMar 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees11
Clients0
DateMar 2020
Total AUM$386M
Discretionary$385.4M
Non-Disc.$574.9K
Employees11
Clients0
DateFeb 2020
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees11
Clients0
DateJan 2020
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees11
Clients0
DateNov 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees11
Clients0
DateNov 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateOct 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateOct 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateOct 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateSep 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateSep 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateSep 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateAug 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateJul 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateMay 2019
Total AUM$520.4M
Discretionary$309.4M
Non-Disc.$211M
Employees9
Clients0
DateMar 2019
Total AUM$253.3M
Discretionary$253.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$253.3M
Discretionary$253.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$253.3M
Discretionary$253.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0