The Ellerson Group Inc
● SEC registered since 1995CRD 106658SEC# 801-48299Annapolis, MD
Reg. AUM
$291.2M
Employees
2
Accounts
109
Location
Annapolis, MD
The Ellerson Group Inc assets under management
The Ellerson Group Inc operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 1995. It reports $291.2 million in regulatory assets under management and employs 2 people.
The Ellerson Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Patteson Ellerson Control | President | Over 75% | 1994 |
| James Patteson Ellerson Control | Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does The Ellerson Group Inc manage?
The Ellerson Group Inc reports $291.2 million in regulatory assets under management on its Form ADV.
How many employees does The Ellerson Group Inc have?
The Ellerson Group Inc reports 2 employees.
Where is The Ellerson Group Inc located?
The Ellerson Group Inc is based in Annapolis, MD and has been SEC-registered since 1995.
Does The Ellerson Group Inc disclose fund performance?
The Ellerson Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 415 Fourth Street, Suite 101, Annapolis, MD 21403 |
| Phone | 410-280-3103 |
| Fax | 410-280-9024 |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$291.2M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$291.2Mregulatory AUM
Discretionary $291.2M