Edge Capital Group, LLC
Edge Capital Group, LLC (CRD# 297596) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,385,513,021 in 3,299 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management6,386MILLION
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Total Number of Accounts3,299ACCOUNTS
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Average Account Value$1,935,590
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, KY, LA, MA, MS, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY
Ansel Davis (CRD# 1121915) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Lamar Davis (CRD# 3247104) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Edward Deaton (CRD# 4870180) is an Investment Advisor Representative working at Edge Capital Group, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
William Debutts (CRD# 2473998) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Ginger Dorsett (CRD# 2059588) is an Investment Advisor Representative working at Edge Capital Group, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
Julius Garlington (CRD# 1579714) is an Investment Advisor Representative working at Edge Capital Group, LLC in Lexington, KY and has over 36 years of experience in the finance industry.
Stephen Halkos (CRD# 6046824) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Anna Hendrix (CRD# 2478716) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Henry Jones (CRD# 3076718) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Elizabeth Mackie (CRD# 5543659) is an Investment Advisor Representative working at Edge Capital Group, LLC in Tampa, FL and has over 15 years of experience in the finance industry.