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THE ELLERSON GROUP INC
CRD 106658File 801-48299
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$291.2M
Below cohort median (national)
Discretionary AUM
$291.2M
Clients
109
109 accounts
Employees
2
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 21, 1995
- Principal office
- 415 FOURTH STREET, SUITE 101, ANNAPOLIS, MD, 21403
- Phone
- 410-280-3103
- Website
- HTTP://WWW.ELLERSONGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $291.2M
- Discretionary AUM
- $291.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 109
- Non-discretionary accounts
- 0
- Total accounts
- 109
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $275.9M |
| Individuals (other than high net worth individuals) | 47 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.