Overview
Assets Under Management: $6.4 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 295
Average Client Assets: $20 million
Frequently Asked Questions
EDGE CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297596), EDGE CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
EDGE CAPITAL GROUP, LLC is headquartered in ATLANTA, GA.
EDGE CAPITAL GROUP, LLC serves 295 high-net-worth clients according to their SEC filing dated June 21, 2024. View client details ↓
According to their SEC Form ADV, EDGE CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EDGE CAPITAL GROUP, LLC manages $6.4 billion in client assets according to their SEC filing dated June 21, 2024.
According to their SEC Form ADV, EDGE CAPITAL GROUP, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2024: 29
Barron's 2024:
79
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.26
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 3,299
Discretionary Accounts: 3,219
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 297596
Last Filing Date: 2024-06-21 00:00:00
Website: https://edgecappartners.com