# The Ellerson Group Inc

> 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.

- CRD: 106658
- Filed as: THE ELLERSON GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106658
- AdvisorCensus page: https://advisorcensus.com/firm/the-ellerson-group-inc-annapolis-md-106658

## Quick answers

**How is The Ellerson Group Inc compensated?**
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.

**Where is The Ellerson Group Inc located?**
The Ellerson Group Inc's principal office is in Annapolis, MD, according to its Form ADV.

**Is The Ellerson Group Inc registered with the SEC or a state?**
The Ellerson Group Inc is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106658.

**How much does The Ellerson Group Inc manage?**
The Ellerson Group Inc reports $291,170,948 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have The Ellerson Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does The Ellerson Group Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (47).

**Does The Ellerson Group Inc report any disciplinary disclosures?**
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

**What changed in The Ellerson Group Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $261,058,430 to $291,170,948 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Minimum annual fee: $7,500

> The minimum annual fee is $7,500 and is negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $291,170,948
- Discretionary: $291,170,948
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $15,286,149 |
| High net worth individuals | 62 | $275,884,799 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ellersongroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,988,433 | 4 | March 11, 2021 |
| October 2022 | $220,647,602 | 4 | May 20, 2022 |
| October 2023 | $202,090,885 | 4 | March 17, 2023 |
| October 2024 | $234,098,734 | 2 | February 28, 2024 |
| October 2025 | $261,058,430 | 2 | February 27, 2025 |
| October 2026 | $291,170,948 | 2 | March 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $261,058,430 to $291,170,948 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Ellerson Group Inc (CRD 106658): Form ADV filing data as of October 2026.