# Vested Partners: a Multi-Family Office

> Vested Partners: a Multi-Family Office is a state-registered investment advisory firm in Salem, VA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 281862
- Filed as: VESTED PARTNERS: A MULTI-FAMILY OFFICE
- Legal name: Ellis Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salem, VA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281862
- AdvisorCensus page: https://advisorcensus.com/firm/vested-partners-a-multi-family-office-salem-va-281862

## Quick answers

**How is Vested Partners: a Multi-Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Vested Partners: a Multi-Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vested Partners: a Multi-Family Office located?**
Vested Partners: a Multi-Family Office's principal office is in Salem, VA, according to its Form ADV.

**Is Vested Partners: a Multi-Family Office registered with the SEC or a state?**
Vested Partners: a Multi-Family Office is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281862.

**How much does Vested Partners: a Multi-Family Office manage?**
Vested Partners: a Multi-Family Office reports $95,033,077 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**What types of clients does Vested Partners: a Multi-Family Office serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (20).

**Does Vested Partners: a Multi-Family Office report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281862

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $95,033,077
- Discretionary: $95,033,077
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $25,389,038 |
| High net worth individuals | 20 | $69,644,039 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vestedmfo.com
- Facebook @VESTEDPARTNERS
- LinkedIn @VESTEDPARTNERS
- X @VESTEDPARTNERS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vested Partners: a Multi-Family Office (CRD 281862): Form ADV filing data as of October 2026.