Kevin Case
Ellis Investment Partners · Berwyn, Pennsylvania
Kevin Case is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7062623 |
| Exams passed | Series 63 (2019) · Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.ellisinvestmentpartners.com |
How Kevin's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 accounts).
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Questions about Kevin
Is Kevin Case a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Ellis Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Case based?
Kevin Case is based in Berwyn, Pennsylvania.
Is Kevin Case registered with the SEC?
Yes. Kevin Case is registered as an investment adviser representative in PA (CRD 7062623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellis Investment Partners manage?
Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.
How do I contact Kevin Case?
Through Kevin's website, www.ellisinvestmentpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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