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Julius Peek Garlington

Edge Capital Group, LLC

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About Julius Peek Garlington

Julius Peek Garlington is an investment advisor representative at Edge Capital Group, LLC, a registered investment advisor firm with offices in Lexington, KY, and Atlanta, GA. Julius has been in the industry since 1986 and has a broad range of experience in the financial services industry. Julius has held previous positions with EDGE CORPORATE FINANCE, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and LEHMAN BROTHERS INC.

Firm Information

Julius Garlington 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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Julius Garlington’s Registration & Firm History

KY

10/31/2018 - Present

Edge Capital Group, LLC (Lexington KY)

GA

11/24/2008 - 07/13/2018

EDGE CORPORATE FINANCE, LLC (ATLANTA GA)

KY

04/21/2004 - 12/20/2006

CREDIT SUISSE SECURITIES (USA) LLC (LEXINGTON KY)

NY

06/11/1993 - 05/18/2004

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

06/11/1993 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

NA

06/11/1993 - 07/18/1994

LEHMAN SPECIAL SECURITIES INC.

IA

09/11/1989 - 04/19/1993

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

NA

05/20/1987 - 10/20/1987

ATALANTA/SOSNOFF MANAGEMENT CORPORATION

NA

10/22/1986 - 05/08/1987

H.A. KENNING INVESTMENTS,INC.

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Licenses & Designations

IA

Issued 10/08/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 07/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1993

Series 3 - National Commodity Futures Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julius Peek Garlington.
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