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, individually owned registered investment adviser that has been SEC-registered since 1995. It focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm charges clients on a percentage-of-assets basis and also uses hourly billing for some engagements. The company identifies as a capital allocator and works with external managers when appropriate, rather than operating as a multi-state or pension-focused consultant. It does not position itself as an ESG investor.
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 1
James 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 24Active vs passive
$16.5M in ETFs
90%
$14.9M
8%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.3M | 7,211 | 32.19% |
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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