# Ellerson Group

Ellerson Group is a Bank / Wealth / Trust based in Annapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** ellersongroup.com
- **LinkedIn:** https://www.linkedin.com/company/ellerson-group

## Regulatory record

- **CRD number:** 106658
- **SEC file number:** 801-48299
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106658

## About

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.

## 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.

## Related profiles

- [Ellerbrock-Norris Wealth Strategies](https://altss.com/profile/ellerbrock-norris-wealth-strategies)
- [Elliot Health System](https://altss.com/profile/elliot-health-system)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/ellerson-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology