Timothy Ellis has been Chief Investment Officer of RBG Wealth Advisors since February 2022, is a control person of the firm and directly owns between 10% and 25% of it. Timothy Ellis holds a Bachelor of Accountancy with Minor in Managerial Finance from the University of Mississippi and a Master of Accountancy from the University of Mississippi.
RBG Wealth Advisors LLC is a Memphis, TN firm with $155M under management, 80 clients and 4 advisers in one office, as of its March 2026 filing.
Tim Ellis is Chief Investment Officer and Wealth Advisor of RBG Wealth Advisors LLC, based in Memphis, TN. He heads the firm's investment committee, leading portfolio construction and allocation. Ellis helped found RBGWA in 2022, after starting in public accounting with the tax group of Reynolds, Bone & Griesbeck PLC and working as a senior investment and financial advisor at an RIA firm.
Timothy Ellis’ longest registration was 5 years at Waddell & Associates, LLC (2016–2022). Before joining RBG Wealth Advisors in 2022, Timothy Ellis was registered through Waddell & Associates, LLC and Waddell & Associates Inc.
- RBG Wealth Advisors LLCCurrent– present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 319486
- Waddell & Associates, LLC– · 5 yearsMemphis, TN · Adviser representative · Firm CRD 283723
- Waddell & Associates Inc– · 1 yearMemphis, TN · Adviser representative · Firm CRD 105746
Professional designations
Listed by RBG Wealth Advisors
- CPA
- Personal Financial Specialist (PFS)
- CFP®
Investment adviser representative registrations
Timothy Ellis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2022; the most recent is Texas, in December 2024.
- TennesseeSince 26 May 2022
- TexasResidentSince 6 December 2024
Examinations
No examinations are on Timothy Ellis’s record.
- Full name
- Timothy Wayne Ellis
- CRD
- 6447695
- Firm
- RBG Wealth Advisors · CRD 319486
- Role
- Chief Investment Officer
- Office
- 5100 WHEELIS DR, SUITE 211, Memphis, TN 38117
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rbgwa.com
Where does Timothy Ellis work?
Timothy Ellis has been Chief Investment Officer of RBG Wealth Advisors LLC since February 2022, and is a control person of the firm.
Is Timothy Ellis a financial advisor?
Yes. Timothy Ellis has a current investment-adviser registration in Tennessee and Texas, through RBG Wealth Advisors since May 2022.
How many years of experience does Timothy Ellis have?
Timothy Ellis has 11 years in the financial industry, since May 2015, across 3 adviser firms.
Where did Timothy Ellis work before RBG Wealth Advisors?
Before RBG Wealth Advisors, Timothy Ellis was registered through Waddell & Associates, LLC, May 2016 to March 2022; Waddell & Associates Inc, February 2015 to May 2016.
Where is Timothy Ellis based?
Timothy Ellis’ registered office is in Memphis, TN.
Is Timothy Ellis registered with FINRA?
No. Timothy Ellis has no current broker registration.
Is Timothy Ellis a CFP?
RBG Wealth Advisors lists Timothy Ellis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Tim Ellis biography, rbgwa.com
How can I verify Timothy Ellis’ record?
Search CRD 6447695 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Ellis’ full registration record.
