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
William Maner (CRD# 1994559) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
Kendrick Mattox (CRD# 2779141) is an Investment Advisor Representative working at Edge Capital Group, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Jacobi Padgett (CRD# 6111860) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.
James Patrick (CRD# 3260524) is an Investment Advisor Representative working at Edge Capital Group, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry.
Shelby Potz-Nielsen (CRD# 6202987) is an Investment Advisor Representative working at Edge Capital Group, LLC in Dallas, TX and has over 9 years of experience in the finance industry.
Albert Rayle (CRD# 1074897) is an Investment Advisor Representative working at Edge Capital Group, LLC in Dallas, TX and has over 41 years of experience in the finance industry.
Paul Robertson (CRD# 4346029) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
Dennis Sabo (CRD# 5025372) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
William Skeean (CRD# 4568103) is an Investment Advisor Representative working at Edge Capital Group, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
Ellis Davis (CRD# 6645586) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has 1 year of experience in the finance industry.