# Ellison Investment Advisors

> Ellison Investment Advisors is a state-registered investment advisory firm in Fairfax, VA, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 116393
- Filed as: ELLISON INVESTMENT ADVISORS
- Legal name: John Stewart Ellison
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116393
- AdvisorCensus page: https://advisorcensus.com/firm/ellison-investment-advisors-fairfax-va-116393

## Quick answers

**How is Ellison Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ellison Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Ellison Investment Advisors located?**
Ellison Investment Advisors' principal office is in Fairfax, VA, according to its Form ADV.

**Is Ellison Investment Advisors registered with the SEC or a state?**
Ellison Investment Advisors is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 116393.

**How much does Ellison Investment Advisors manage?**
Ellison Investment Advisors reports $23,848,204 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Ellison Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (4).

**Does Ellison Investment Advisors report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116393

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $23,848,204
- Discretionary: $23,848,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,766,715 |
| High net worth individuals | 4 | $18,081,489 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116393

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ellison Investment Advisors (CRD 116393): Form ADV filing data as of October 2026.