EDGE CAPITAL GROUP, LLC

Latest filing: Jun 21, 2024 (365 days ago)
View on IAPD
Adviser Website

AUM

$6,385,513,021
0% change vs. 1 year ago
31% change vs. 3 years ago
57% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

41
0% change vs. 1 year ago
17% change vs. 3 years ago
24% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

ATLANTA, GA
3333 RIVERWOOD PARKWAY, ATLANTA, GA, UNITED STATES, 30339

Client AUM

Discretion AUM
Discretionary $6.2
Non-Discretionary $0.2
Total $6.4
Client AUM
Retail $5.8
Pooled $0.1
Institutional $0.5
Total $6.4
Retail Accounts AUM
Individual 5 $0.0
Average Individual AUM $594,154
HNW 295 $5.8
Average HNW AUM $19,537,322
Retail Total 300 $5.8
Average Retail AUM $19,221,602

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY-NJ-USA $5.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $6.2
Retail SMA AUM $5.8
Institutional SMA AUM $0.5
Asset Class % AUM
Equity Exch 34% $2.1
Equity Non-Exch 0% $0.0
Govt Agency 14% $0.9
Municipal 12% $0.7
Sovereign 0% $0.0
IG Credit 6% $0.4
HY Credit 1% $0.1
Derivatives 0% $0.0
Investment Companies 14% $0.9
Other Pools 8% $0.5
Cash 9% $0.6
Other 2% $0.1
Total 100% $6.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FOCUS RISK SOLUTIONS, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

17 active

Name Title
JONES, HENRY, MORGAN MANAGING PARTNER
KARVIS, BARRETT, CHRISTOPHER CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
RAYLE, ALBERT, AMIS PARTNER
SKEEAN, WILLIAM, C PARTNER
SABO, DENNIS, J PARTNER
MACKIE, ELIZABETH, GIORDANO PARTNER

ADVDB.CO • SOURCE: SEC

Representatives

23 active representatives found, showing 20 random

Name City State Exams Designations
KENDRICK MATTOX ATLANTA GA S63|2001-06-19|S65|2001-06-28 CHARTERED FINANCIAL ANALYST
JULIUS GARLINGTON ATLANTA GA S63|1987-06-09|S65|1992-10-08
HENRY JONES ATLANTA GA S66|1999-10-19
LAMAR DAVIS ATLANTA GA S66|1999-09-03
SHELBY POTZ-NIELSEN ATLANTA GA S66|2014-08-12 CERTIFIED FINANCIAL PLANNER
JAMES PATRICK ATLANTA GA S63|2013-05-14|S65|2015-03-19
JACOBI PADGETT ATLANTA GA S65|2012-08-01
ANSEL DAVIS ATLANTA GA S65|2018-05-21
ANNA HENDRIX ATLANTA GA S63|1995-12-04|S66|2009-08-13
ALBERT RAYLE ATLANTA GA S63|1983-02-02|S65|2000-07-27
WILLIAM SKEEAN ATLANTA GA S66|2002-11-04 CHARTERED FINANCIAL ANALYST
GINGER DORSETT ATLANTA GA S63|1994-04-22|S65|2016-02-24
PAUL ROBERTSON ATLANTA GA S65|2011-05-16
BRADLEY WILLIAMS ATLANTA GA CHARTERED FINANCIAL ANALYST
DENNIS SABO ATLANTA GA S63|2006-07-14 CHARTERED FINANCIAL ANALYST
ELLIS DAVIS ATLANTA GA S65|2022-12-08
BRAD PARSONS ATLANTA GA S66|2009-11-19
EDWARD DEATON ATLANTA GA S63|2006-01-09|S65|2013-11-15 CERTIFIED FINANCIAL PLANNER
ELIZABETH MACKIE ATLANTA GA S65|2008-05-02 CERTIFIED FINANCIAL PLANNER
STEPHEN HALKOS ATLANTA GA CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
GA, AL-07/19/2018, AZ-07/19/2018, CA-07/19/2018, CO-07/19/2018, CT-07/19/2018, DC-07/19/2018, DE-03/18/2019, FL-07/19/2018, GA-07/19/2018, IN-03/18/2019, KS-07/19/2018, KY-07/19/2018, LA-07/19/2018, MA-07/19/2018, MS-07/19/2018, NC-07/19/2018, NJ-08/09/2018, NM-07/19/2018, NV-07/19/2018, NY-07/19/2018, OH-07/19/2018, OK-07/19/2018, PA-07/19/2018, SC-07/19/2018, TN-07/19/2018, TX-07/19/2018, VA-07/19/2018, WA-07/19/2018, WY-07/19/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV