THE ELLERSON GROUP INC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 106658
- Registered since
- February 21, 1995
- Website
- www.ellersongroup.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI94.75%
- Individuals5.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Ellerson Group Inc is an independent registered investment adviser organized as a corporation and SEC-registered since 1995. The firm is individually owned and describes itself as a capital allocator that works primarily with individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of external managers. Fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. The firm does not identify as an active ESG investor and appears to operate without a multi-state adviser designation in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds12%
- US Government Bonds11%
- State & Local Bonds1%
Owners & executives
1 of 1JAMES ELLERSON
Founder and CEOCRD 1105629
Contacts
1 of 1DAVID SHEIMAN
Portfolio ManagerCRD 6205452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$13.8M in ETFs
91%
$12.5M
9%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.1M | 7,019 | 29.42% |
Location
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 415 Fourth St
- Time zone
- ET (UTC-5)
- Office locations
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