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Ellis Davis

Edge Capital Group, LLC

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About Ellis Davis

Ellis Davis is an Investment Advisor Representative with Edge Capital Group, LLC. Ellis is registered with the state of Georgia. Ellis has been in the financial services industry for over 5 years. Ellis has passed the Uniform Investment Adviser Law Examination (Series 65). Ellis previously worked at Wells Fargo, Allegacy Federal Credit Union, and Wake Forest University.

Firm Information

Ellis Davis is currently registered with Edge Capital Group, LLC. Edge Capital Group, LLC is an investment advisor located in Atlanta, GA. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management, and other advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations.
Edge Capital Group, LLC

3333 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$6.39B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services, family office services, insurance solutions

Consulting services, family office services, insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ellis Davis’s Registration & Firm History

GA

01/23/2023 - Present

Edge Capital Group, LLC (Atlanta GA)

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Licenses & Designations

IA

Issued 12/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellis Davis.
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