CRD: 106658
THE Ellerson Group INC
$291.2M Total AUM
$291.2M Disc. AUM
13.3% 3Y CAGR
2 Employees
109 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-21-1995
- Office Locations
- 1
Office Locations
415 Fourth Street Suite 101 Annapolis MD
About THE Ellerson Group INC
The Ellerson Group, Inc. is an independent, fee-only investment advisory and asset management firm in Annapolis, MD, delivering ongoing consulting and custom-tailored investment and financial advice for families (including entrepreneurs and physicians). With 40+ years of market experience, the firm builds portfolios using ETFs and fixed income and custodies with Charles Schwab & Co.
Team overview
69 AVG AGE
$145.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES PATTESON ELLERSON
Chief Compliance Officer, President
- CRD
- #1105629
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID EDWARD SHEIMAN
Portfolio Manager
- CRD
- #6205452
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,170,948 | $2,671,293 |
| Non-Discretionary | $0 | -- |
| Total | $291,170,948 | $2,671,293 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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