Ellerson Group

Ellerson Group

The firm was founded in 1995 and has maintained a consistent presence in Annapolis, Maryland, providing investment advisory services tailored to individuals, high-net-worth families, and privately held business entities. Its longevity without a public-facing brand or institutional marketing suggests a practice built on long-standing client relationships and referrals rather than asset-gathering at scale. Ellerson Group's offering spans financial planning, portfolio management, and tax planning — the classic integrated-advice stack of a boutique wealth manager. The absence of publicly named portfolio companies, fund vehicles, or co-investment partners indicates that the firm likely allocates client capital through separately managed accounts and third-party manager selection rather than proprietary direct investments. Its geographic footprint appears concentrated in the Mid-Atlantic, anchored by the Annapolis headquarters. No headcount, AUM, or deployment figures are publicly disclosed, consistent with a private advisory that operates under the SEC's registration thresholds or qualifies for an exemption. The firm maintains no known adjacent vehicles — no disclosed philanthropic foundation, real-asset arm, or operating business — reinforcing the profile of a lean, principal-led practice. No recent operational events have been publicly reported. Ellerson Group's structural differentiator is its opacity in an era of mandatory transparency for most registered investment advisers, suggesting it may operate through a trust-company charter, a family-office exemption structure, or a state-level registration regime that limits its disclosure obligations. For institutional allocators, this makes direct engagement the only available diligence path.