|
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|
| Keyboard |
| The Ellerson Group Inc
✚
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|
|---|---|
| CRD # | 106658 |
| SEC # | 801-48299 |
| CIK # | |
| AUM | 291.2 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-280-3103 |
| Address | 415 Fourth Street Annapolis, MD 21403 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 15.3 |
| (b) Individuals (high net worth individuals) | 62 | 275.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 291.2 |
| By Discretionary | ||
| Discretionary | 109 | 291.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 109 | 291.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.2 | |
| Total | 109 | 291.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
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291.8 M | |
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Madden Advisory Services Inc
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|
McNaughton Wealth Management LLC
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|
Kestrel Partners LLP
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EPIQ Partners LLC
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|
Accretive Wealth Management LLC
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|
Leigh Baldwin & Co LLC
✚
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NY | 290.6 M |
|
Lockshield Partners Inc
✚
|
KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |