Edge Capital Group, LLC (Atlanta)

Edge Capital Group, LLC is a large advisory firm based in Atlanta. It manages $3.65 billion of regulatory assets for 1,939 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 25 other states.

Edge Capital Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting srv. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Edge Capital Group: assets under management

The assets under management (AUM) of Edge Capital Group, LLC is $3.65 billion. The firm's AUM has grown by 1% since the beginning of its operation, and $172.06 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.39 billion in discretionary accounts and $262.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.1 million.

Edge Capital Group has custody of $2.91 billion in cash and securities for 1,592 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 44% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio. Investments in government bonds form 14% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edge Capital Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edge Capital Group serves?

The firm provides services to investment companies, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Edge Capital Group is high net worth individuals with 1,804 clients and $3.02 billion of assets under management. Among the 9 most similar advisory firms, Edge Capital Group has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.42 billion for 1,901 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Edge Capital Group also advises several private funds. Namely, two hedge funds and one private equity fund. The minimum investment commitment required of non-related persons ranges from $250,000 to $3,000,000.

Careers at Edge Capital Group, LLC

The company employs 36 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 25 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Amis Rayle	Partner	1 Feb 2007	Other	1074897
Henry Morgan Jones	Managing partner	1 Sep 2012	Other	3076718
William C Skeean	Partner	1 Sep 2012	Other	4568103
Barrett Christopher Karvis	Chief operating officer	1 Dec 2016	Other	6775089
Llc Focus Formation Holdings	Member (manager)	1 Jul 2017	75% - 100%	82-2237678
Matthew B Carney	Chief compliance officer	1 Sep 2017	Other	6689375
Dennis J Sabo	Partner	1 Jan 2018	Other	5025372
Elizabeth Giordano Mackie	Partner	1 Jan 2018	Other	5543659
Llc Focus Operating	Member (manager)	1 Aug 2018	75% - 100%	20-8161914

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Focus Financial Partners	Member	1 Jan 2007	75% - 100%	16-1728260
L.P. Trident Vi Parallel Fund	Member	1 Apr 2017	75% - 100%	98-1132009
Trident Ffp Blocker Llc	Limited partner	1 May 2017	25% - 50%	82-1662776
L.P. Trident Vi	Limited partner	1 May 2017	25% - 50%	98-1131820
L.P. Trident Ffp	Member	1 Jul 2017	25% - 50%	82-1662703
Inc. Focus Financial Partners	Member	1 Jul 2018	75% - 100%	47-4780811

Based in Atlanta

The principal office where Edge Capital Group, LLC performs its advisory services is located at 1380 West Paces Ferry Road, Atlanta, GA 30327, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-890-7707. The normal business hours are 8am-6pm on Monday - Friday.