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KE

Kevin V. Ellis

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CRD#: 5434963
KE
Kevin Vern Ellis

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Vern Ellis was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2014. Kevin had worked at 1 firm and has passed the Series 65 exam.

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Benison Resource Co., a tax exempt non-profit. Non investment related. 1899 Powers Fry RD SE, STE 120, Atlanta, GA 30339 Non-Profit whose mission is the education and facilitation of non-profit organizations energy independence through alternative energy source and projects. Chairman of the Board and Executive Director, August 2022. approximately 10 hours per month to Benison Resources. Complete operational responsibility for the organization. Cultivating relationship with potential non-profit organizations, and monitoring alternative energy projects in development. Kevin Ellis is the sole proprietor of 811 Properties, LLC. Mr. Ellis receives rental income from the real estate investment. Not investment related.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 18, 2014 - April 1, 2026

HORSE COVE PARTNERS LLC

RIA
CRD#: 172389
ATLANTA, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HORSE COVE PARTNERS LLC
HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)
Georgia
Registered Investment Advisory firm - (7/2/2020 Approved)
Indiana
Registered Investment Advisory firm - (9/4/2020 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/18/2014
Uniform Investment Adviser Law Examination

Current Firm


HC
HORSE COVE PARTNERS LLC
HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)
Georgia
Registered Investment Advisory firm - (7/2/2020 Approved)
Indiana
Registered Investment Advisory firm - (9/4/2020 Approved)
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Contact information


Main Address
1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339
Mailing Address
Phone number
(678) 905-5723
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management


Total Number of Accounts42
AUM (Assets Under Management)$ 101,564,415

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HORSE COVE PARTNERS LLC

CRD#: 172389

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