William Ellison
Investment adviser representative at Aristotle Capital Management, LLC
12 yearsExperience
2 statesRegistered in
$43.5BFirm assets
25 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Foreside Financial Services, LLCOct 2023 to now
- Aristotle Capital Management, LLCJul 2014 to now
- Imst Distributors, LLCJun 2016 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Aristotle Capital Management, LLC
$43.5BAssets managed
5,167Clients
20Advisers
25 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
- 6653362
- Firm CRD
- 109876