EDGE CAPITAL GROUP, LLC

3333 Riverwood Parkway
Suite 350
Atlanta, Georgia 30339
Tel: 404-890-7707

About EDGE CAPITAL GROUP, LLC

EDGE CAPITAL GROUP, LLC, formally registered with the SEC as EDGE CAPITAL GROUP, LLC. The firm was established in 07/19/2018. They have over 6 offices throughout the country.

EDGE CAPITAL GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $6,385,513,021 assets under management, offering retirement planning & investment advisory services to 3299 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297596
SEC#	801-113638
Assets Managed by Firm	$6,385,513,021
No. of Clients	3299
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	3299	$6,385,513,021
Individuals (other than high net worth individuals)	5	$2,970,769
High net worth individuals	295	$5,763,509,906
Charitable organizations	12	$277,275,663
Other investment advisers	3	$16,485,325
Corporations or other businesses	6	$107,543,780

More Retirement Planning firms in Atlanta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Atlanta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.