The Ellerson Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated March 13, 2026, reports $291M in regulatory assets under management, 2 employees, and 109 accounts.
Assets Under Management
$291M
Employees
2
Offices
--
Total Clients
109
Primary office
ANNAPOLIS, MD
415 FOURTH STREET, SUITE 101, ANNAPOLIS, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
62
2
Individuals
43.1%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$291Mas of March 13, 2026
Discretionary100.0%
$291M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$291M
Total Accounts109
10Y AUM Change+$161M (+122.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.