Ellis Capital Management is an SEC Registered Investment Advisor located in Grand Rapids, Michigan. Ellis Capital Management and its representatives are in compliance with the current and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which Ellis Capital Management maintains clients. Ellis Capital Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Ellis Capital Management’s website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Ellis Capital Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Ellis Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Ellis Capital Management, please contact the SEC or state securities law administrators for those states in which Ellis Capital Management maintains a notice filing. A copy of Ellis Capital Management’s current written disclosure statement discussing Ellis Capital Management’s business operations, services, and fees is available from Ellis Capital Management upon written request.
Ellis Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Ellis Capital Management’s website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The information in this website is based on data gathered from what Ellis Capital Management believes are reliable sources. It is not guaranteed as to the accuracy, and does not purport to by complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references to investment performance are based on historical data and should not be interpreted to state or imply that past results are an indication of future performance.