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).

Current Firm Details
3333 Riverwood Parkway, Suite 350, Atlanta, GA 30339
https://www.bluecurrentportfolios.com/
By the Numbers
  • Total Assets Under Management
    6,386
    MILLION
  • Total Number of Accounts
    3,299
    ACCOUNTS
  • Average Account Value
    $1,935,590
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Edge Capital Group, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Brad Parsons, financial advisor Dallas TX
Brad D. Parsons
CRD#: 5547865
3811 Turtle Creek Dr., Suite 1225, Dallas, TX 75219

Brad Parsons (CRD# 5547865) is an Investment Advisor Representative working at Edge Capital Group, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

22
Bradley Williams, financial advisor Atlanta GA
Bradley T. Williams
CRD#: 1827739
3333 Riverwood Parkway, Suite 350, Atlanta, GA 30339

Bradley Williams (CRD# 1827739) is an Investment Advisor Representative working at Edge Capital Group, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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