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Rebekah Joan Ellis

Winebrenner Capital Management LLC

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About Rebekah Joan Ellis

Rebekah Ellis is an investment advisor representative with Winebrenner Capital Management LLC, based in Louisville, Kentucky. Rebekah joined Winebrenner Capital Management LLC in April 2013 and has over 10 years of experience in the financial services industry. Rebekah is a licensed investment advisor representative in Kentucky. Rebekah is a graduate of the University of Louisville. Rebekah specializes in providing financial advice to individuals and families, and has a particular interest in helping clients plan for retirement and other life events. Rebekah is committed to providing her clients with personalized financial advice that meets their specific needs and goals.

Firm Information

Rebekah Ellis is currently registered with Winebrenner Capital Management LLC. Winebrenner Capital Management LLC is an investment advisor registered with the SEC and located in LOUISVILLE, KY. The firm manages approximately $220,062,545 in assets for a variety of clients, including individuals, corporations, pooled investment vehicles, and charitable organizations. Winebrenner Capital Management LLC specializes in portfolio management services for both individuals and pooled investment vehicles.
Winebrenner Capital Management LLC

10602 TIMBERWOOD CIRCLE

LOUISVILLE, KY 40223-5367

$220.06M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rebekah Ellis’s Registration & Firm History

KY

11/10/2017 - Present

Winebrenner Capital Management LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 11/10/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebekah Joan Ellis.
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