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Jacobi Ray Padgett

Edge Capital Group, LLC

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About Jacobi Ray Padgett

Jacobi Padgett is an Investment Advisor Representative registered with Edge Capital Group, LLC in Georgia and Texas. Jacobi has been in the industry since June 2011. Jacobi holds the Series 65 license. Jacobi is associated with Edge Capital Group, LLC since August 2018. Edge Capital Group, LLC is a Registered Investment Advisor with the SEC. The firm has a total of $6,385,513,021 of assets under management. The firm primarily provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, selection of other advisors, consulting services, family office services and insurance solutions.

Firm Information

Jacobi Padgett 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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Jacobi Padgett’s Registration & Firm History

GA

10/31/2023 - Present

Edge Capital Group, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/01/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacobi Ray Padgett.
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