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Rebekah Joan Ellis

WINEBRENNER CAPITAL MANAGEMENT LLC·LOUISVILLE, Kentucky
Unclaimed Profile
10602 TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223-5367CRD# 6222864Firm CRD# 154708
01

About

Rebekah Joan Ellis is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with WINEBRENNER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WINEBRENNER CAPITAL MANAGEMENT LLC
WINEBRENNER CAPITAL MANAGEMENT LLC
AUM
$220M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WINEBRENNER CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6222864
Firm CRD# 154708
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebekah Joan Ellis offer?
Rebekah Joan Ellis specializes in Investment Management, Retirement Planning. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Rebekah Joan Ellis's credentials?
Rebekah Joan Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebekah Joan Ellis located?
Rebekah Joan Ellis is based in LOUISVILLE, Kentucky, working with WINEBRENNER CAPITAL MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Rebekah Joan Ellis charge for services?
Rebekah Joan Ellis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINEBRENNER CAPITAL MANAGEMENT LLC?
WINEBRENNER CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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