RIA Intel›Advisers›Georgia›EDGE CAPITAL GROUP, LLC

EDGE CAPITAL GROUP, LLC

Advisory

N·ATLANTA, GA

Data as of Jun 21, 2024 · Source: SEC Form ADV

Total AUM

$6.4B

1-Year AUM Growth

+22.3%

3-Year CAGR

+13.6%

Employees

24

Assets Under Management

Total AUM$6.4B

Discretionary AUM$6.2B

Non-Discretionary AUM$210M

Discretionary %96.7%

Total Clients—

Team

Total Employees24

Investment Advisers41

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record30

First FilingJun 18, 2018

Latest FilingJun 21, 2024

🔒 Full AUM trend chart and 30 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EDGE CAPITAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.