Unclaimed Profile

William C Skeean

EDGE CAPITAL GROUP, LLC·ATLANTA, Georgia

Series 3, Series 7, Series 66Clean record19 years registeredEDGE CAPITAL GROUP, LLC

3333 RIVERWOOD PARKWAY, ATLANTA, GA 30339CRD# 4568103Firm CRD# 297596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William C Skeean · ATLANTA, GA

Registration

CRD #4568103 · EDGE CAPITAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SCS CAPITAL MANAGEMENT LLC

Feb 2025 – present

EDGE CAPITAL GROUP, LLC

Aug 2018 – Feb 2025

ATLANTA, GA

EDGE ADVISORS, LLC

Feb 2007 – Aug 2018

Dallas, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · February 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGE CAPITAL GROUP, LLC

CRD 297596 · SEC 801-113638

AUM

$6.4B

Regulatory assets under management

Employees

3,299 client accounts

Services offered by EDGE CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at EDGE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William C Skeean offer?

William C Skeean specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are William C Skeean's credentials?

William C Skeean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William C Skeean located?

William C Skeean is based in ATLANTA, Georgia, working with EDGE CAPITAL GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does William C Skeean charge for services?

William C Skeean's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGE CAPITAL GROUP, LLC?

EDGE CAPITAL GROUP, LLC has approximately 41 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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