The Ellerson Group Inc
The Ellerson Group Inc is an SEC-registered wealth manager in Annapolis, MD with $291.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns The Ellerson Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106658, SEC 801-48299, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $291.2M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Annapolis, MD
- Employees
- 2
- Clients
- 109
- CRD
- 106658
- Ownership
- ELLERSON, JAMES, PATTESON
How much AUM does The Ellerson Group Inc have?
The Ellerson Group Inc reported $291.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns The Ellerson Group Inc?
Disclosed owners and executives of The Ellerson Group Inc include ELLERSON, JAMES, PATTESON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.