The Ellerson Group Inc

RIASEC Registered

Total AUM

$291M

Discretionary

$291M

100% of AUM

Avg account

$2.7M

Accounts

109

Employees

2

Advisory reps

2

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

FINTRX

Overview

The Ellerson Group Inc is an independent, SEC-registered investment adviser (registered in 1995) focused on individual and family clients. The firm is owned by an individual and operates as a capital allocator, using both direct portfolio management and the selection of third-party managers. Core advisory services include financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM billing with hourly charges. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities61%
Cash & Cash Equivalents14%
Public Funds/Mutual Funds12%
US Government Bonds11%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 23

Active vs passive

$17.1M in ETFs

Passive

79%

$13.5M

Active

8%

$3.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$4.6M	6,715	26.84%

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Primary office

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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