|
⚲
|
| The Ellerson Group Inc
✚
|
|
|---|---|
| CRD # | 106658 |
| SEC # | 801-48299 |
| CIK # | |
| AUM | $291.2 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 410-280-3103 |
| Address | 415 Fourth Street Annapolis, MD 21403 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 15.3 |
| (b) Individuals (high net worth individuals) | 62 | 275.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 291.2 |
| By Discretionary | ||
| Discretionary | 109 | 291.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 109 | 291.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.2 | |
| Total | 109 | 291.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JMN Financial LLC
✚
|
0.3 | |
|
Madden Advisory Services Inc
✚
|
FL | 0.3 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.3 |
|
Kestrel Partners LLP
✚
|
0.3 | |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.3 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.3 |
|
Lockshield Partners Inc
✚
|
KY | 0.3 |
|
Birks Financial Corp
✚
|
VA | 0.3 |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 0.3 |