Overview
Assets Under Management: $261 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Frequently Asked Questions
THE ELLERSON GROUP INC 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 #106658), THE ELLERSON GROUP INC is subject to fiduciary duty under federal law.
THE ELLERSON GROUP INC is headquartered in ANNAPOLIS, MD.
THE ELLERSON GROUP INC serves 58 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, THE ELLERSON GROUP INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE ELLERSON GROUP INC manages $261 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, THE ELLERSON GROUP INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.39
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 105
Discretionary Accounts: 100
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106658
Last Filing Date: 2025-02-27 00:00:00
Website: https://ellersongroup.com