EDGE CAPITAL GROUP, LLC is a Atlanta, Georgia based financial advisory firm with nearly $6,385,513,021 in assets under management and provides investment advisory services for 3299 clients. There are currently 41 financial advisors at the firm.
General Information |
| Firm CRD#: | 297596 | |
| SEC#: | 801-113638 | |
| Assets under Management: | $6,385,513,021 | |
| No. of Clients: | 3299 | |
| No. of Advisors: | 41 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING SERVICES, FAMILY OFFICE SERVICES, INSURANCE SOLUTIONS) | |
| Fee Structure: | A percentage of AUM, Fixed fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ADVISORY SERVICES NETWORK | 146051 | 801-71112 | 24286 | 215 | $6,818,718,908 |
| OSAIC ADVISORY SERVICES, LLC | 171070 | 801-80075 | 20269 | 2582 | $4,938,711,328 |
| HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 801-69763 | 14312 | 42 | $5,232,377,716 |
| CAPITAL INVESTMENT ADVISORS, LLC | 158055 | 801-72532 | 12390 | 80 | $5,260,660,983 |
| SYNOVUS SECURITIES, INC. | 14023 | 801-19690 | 12037 | 292 | $6,242,394,824 |
| BALENTINE | 152511 | 801-70910 | 3512 | 56 | $4,691,282,848 |
| EDGE CAPITAL GROUP, LLC | 297596 | 801-113638 | 3299 | 41 | $6,385,513,021 |
| ASSET PRESERVATION ADVISORS, LLC | 106741 | 801-41636 | 2149 | 25 | $6,927,938,831 |
| NICHOLAS HOFFMAN & COMPANY, LLC | 144516 | 801-68306 | 2124 | 23 | $6,681,567,764 |
| CLEAR INVESTMENT RESEARCH, LLC | 172685 | 801-80259 | 260 | 5 | $5,844,759,390 |
| DOMAIN CAPITAL ADVISORS, LLC | 110663 | 801-35883 | 32 | 29 | $6,230,775,636 |
| FOREST INVESTMENT ASSOCIATES | 110163 | 801-27363 | 24 | 56 | $5,041,717,830 |
| JAMESTOWN, L.P. | 158207 | 801-73319 | 18 | 205 | $7,076,357,188 |
| CORTLAND INVESTMENT MANAGEMENT, LLC | 299369 | 801-114572 | 6 | 127 | $5,583,014,381 |
| GMT CAPITAL CORP. | 160404 | 801-74021 | 6 | 19 | $5,562,384,758 |