Updated:
Ellerson Group
The firm was founded in 1995 and has maintained a consistent presence in Annapolis, Maryland, providing investment advisory services tailored to individuals,...
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. Ellerson Group's offering spans financial planning, portfolio management, and tax planning — the classic integrated-advice stack of a boutique wealth manager. 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. For institutional allocators, this makes direct engagement the only available diligence path.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
Annapolis, MD, United States
Frequently asked questions
Does Ellerson Group have any disclosed institutional or family-office clients?
No. The firm's client disclosure references individuals, high-net-worth families, and business entities, without naming any institutional allocators. There are no public records of the firm managing capital for endowments, foundations, or pension funds.
Who makes investment decisions at Ellerson Group?
The firm has not publicly named its principals, investment committee members, or key decision-makers. Direct inquiry during a diligence call is the only path to identifying who controls portfolio construction and manager selection.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: