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EDGE CAPITAL GROUP, LLC
EDGE CAPITAL GROUP, LLC
ATLANTA, Georgia
·
5 registered advisors
·
CRD# 297596
SEC# 801-113638
5
404-890-7707
01
Firm Overview
AUM
$6.4B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EDGE CAPITAL GROUP, LLC
5 registered advisors
Albert Amis Rayle
ATLANTA, Georgia
CRD# 1074897
Dennis J Sabo
ATLANTA, Georgia
CRD# 5025372
Elizabeth Giordano Mackie
ATLANTA, Georgia
CRD# 5543659
Henry Morgan Jones
ATLANTA, Georgia
CRD# 3076718
William C Skeean
ATLANTA, Georgia
CRD# 4568103
05
Office Locations
ATLANTA, Georgia
5 advisors
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Data sourced from SEC Form ADV filings. EDGE CAPITAL GROUP, LLC (CRD# 297596) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.