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THE ELLERSON GROUP INC
CRD 106658 · SEC 801-48299
415 FOURTH STREET, SUITE 101, ANNAPOLIS, MD, 21403, United States
Phone
410-280-3103
Fax
410-280-9024
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.2M
Discretionary AUM
$291.2M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $15.3M |
| High net worth individuals | 62 | $275.9M |
States served
LA, MD, VA
All web addresses on file
Official SEC filing: View on IAPD