Edge Capital Group, LLC is a large advisory firm based in Atlanta. It manages $3.65 billion of regulatory assets for 1,939 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 25 other states.
Edge Capital Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting srv. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Edge Capital Group, LLC is $3.65 billion. The firm's AUM has grown by 1% since the beginning of its operation, and $172.06 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Edge Capital Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Edge Capital Group is high net worth individuals with 1,804 clients and $3.02 billion of assets under management. Among the 9 most similar advisory firms, Edge Capital Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.42 billion for 1,901 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Edge Capital Group also advises several private funds. Namely, two hedge funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $250,000 to $3,000,000.
The company employs 36 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 25 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Edge Capital Group, LLC performs its advisory services is located at 1380 West Paces Ferry Road, Atlanta, GA 30327, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-890-7707. The normal business hours are 8am-6pm on Monday - Friday.