Kelly Orris
Investment adviser representative at Ellsworth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ellsworth Advisors, LLCJan 2021 to now
- Kaulig CompaniesJan 2020 to Dec 2020
- UnemployedJan 2019 to Dec 2019
- Gymboree Play & MusicApr 2016 to Aug 2018
- Kamm Investment CompanyJan 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ellsworth Advisors, LLC
$1.4BAssets managed
860Clients
14Advisers
8 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
- 7400635
- Firm CRD
- 297464