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EDGE CAPITAL GROUP, LLC

ATLANTA, GA · CRD 297596 · IAPD ↗ · bluecurrentportfolios.com · 404-890-7707

$6.39BRegulatory AUM
24Advisory reps
41Employees
3Clients
101-250Planning clients
2Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — EDGE CAPITAL GROUP, LLC (ATLANTA, GA) left the SEC roster (was $6.39B RAUM, 24 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
66
April 2024 — EDGE CAPITAL GROUP, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.