{
  "crd_number": 106658,
  "slug": "the-ellerson-group-inc-annapolis-md-106658",
  "primary_business_name": "THE ELLERSON GROUP INC",
  "legal_name": "THE ELLERSON GROUP INC",
  "dbas": [],
  "city": "Annapolis",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-02-21",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 291170948.0,
  "raum_discretionary": 291170948.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 15286149.0,
      "count": 47
    },
    "high_net_worth_individuals": {
      "raum": 275884799.0,
      "count": 62
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MD",
    "VA"
  ],
  "websites": [
    "https://ellersongroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106658",
  "city_as_filed": "ANNAPOLIS",
  "url": "https://advisorcensus.com/firm/the-ellerson-group-inc-annapolis-md-106658",
  "display_name": "The Ellerson Group Inc",
  "summary": "The Ellerson Group Inc is an SEC-registered investment advisory firm in Annapolis, MD, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. The Ellerson Group Inc (CRD 106658): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Ellerson Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Ellerson Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is The Ellerson Group Inc located?",
      "a": "The Ellerson Group Inc's principal office is in Annapolis, MD, according to its Form ADV."
    },
    {
      "q": "Is The Ellerson Group Inc registered with the SEC or a state?",
      "a": "The Ellerson Group Inc is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106658."
    },
    {
      "q": "How much does The Ellerson Group Inc manage?",
      "a": "The Ellerson Group Inc reports $291,170,948 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Ellerson Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Ellerson Group Inc: Regulatory assets under management: $193,988,433 in the October 2021 data and $291,170,948 in the October 2026 data, up 50%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Ellerson Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (47)."
    },
    {
      "q": "Does The Ellerson Group Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106658"
    },
    {
      "q": "What changed in The Ellerson Group Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $261,058,430 to $291,170,948 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 193988433.0,
      "total_employees": 4,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 220647602.0,
      "total_employees": 4,
      "filing_date": "2022-05-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 202090885.0,
      "total_employees": 4,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 234098734.0,
      "total_employees": 2,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 261058430.0,
      "total_employees": 2,
      "filing_date": "2025-02-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 291170948.0,
      "total_employees": 2,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $261,058,430 to $291,170,948 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$7,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $7,500"
        ],
        "quotes": [
          "The minimum annual fee is $7,500 and is negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 7500.0,
      "planning": []
    },
    "quotes": [
      "The minimum annual fee is $7,500 and is negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-ellerson-group-inc-annapolis-md-106658.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 47,
      "fewer_than_5": false,
      "raum": 15286149.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 275884799.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}