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Elliott Curtis Hollingsworth

Investment adviser representative at Clifford Swan Investment Counselors
12 yearsExperience
1 stateRegistered in
$4.5BFirm assets
27 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Clifford Swan Investment CounselorsSep 2025 to now
  2. Hollingsworth and VoseApr 2025 to Aug 2025
  3. The Mather Group, LLCMay 2019 to Apr 2025
  4. Halbert Hargrove Global Advisors, LLCOct 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (CA).

Clifford Swan Investment Counselors

Legal name: Clifford Swan Investment Counsel LLC

$4.5BAssets managed
970Clients
17Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4363276
Firm CRD
108033
Advisor's SEC record (opens in a new tab)
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