Rebekah Ellis
Winebrenner Capital Management · Louisville, Kentucky
Rebekah Ellis is a fee-only financial advisor at Winebrenner Capital Management in Louisville, Kentucky. Rebekah focuses on retirement planning. Winebrenner Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Winebrenner Capital Management |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $260.5M across 1,042 accounts |
| SEC registration | Investment adviser representative in KY · CRD 6222864 |
| Exams passed | Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wcmria.com |
| Profile |
How Rebekah's firm compares
- Winebrenner Capital Management's average account is about $250,000, from its Form ADV (assets managed divided by 1,042 accounts).
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Questions about Rebekah
Is Rebekah Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebekah holds no broker registration, and Winebrenner Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebekah charge for financial advice?
Rebekah's firm, Winebrenner Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Rebekah Ellis based?
Rebekah Ellis is based in Louisville, Kentucky.
What does Rebekah specialize in?
Rebekah's specialties include retirement planning.
Is Rebekah Ellis registered with the SEC?
Yes. Rebekah Ellis is registered as an investment adviser representative in KY (CRD 6222864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winebrenner Capital Management manage?
Winebrenner Capital Management reports $260.5M across 1,042 accounts in assets under management.
How do I contact Rebekah Ellis?
Through Rebekah's website, www.wcmria.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
- Winebrenner Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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