THE ELLERSON GROUP INC
CRD #106658 SEC #801-48299 ANNAPOLIS, MD 410-280-3103
SEC Registered
Total AUM
$261.1M
Discretionary
$255.4M
Employees
2
Clients
51
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $261.1M | $255.4M | $5.7M | 2 | 0 |
| Feb 2024 | $234.1M | $230.2M | $3.9M | 2 | 0 |
| Mar 2023 | $202.1M | $199.4M | $2.7M | 4 | 0 |
| May 2022 | $220.6M | $218M | $2.6M | 4 | 0 |
| May 2022 | $220.6M | $218M | $2.6M | 4 | 0 |
| Mar 2022 | $220.6M | $218M | $2.6M | 4 | 0 |
| Mar 2021 | $194M | $191.5M | $2.5M | 4 | 0 |
| Jun 2020 | $166.9M | $166M | $879.1K | 4 | 0 |
| Mar 2020 | $166.9M | $166M | $879.1K | 4 | 0 |
| Mar 2019 | $137M | $136.2M | $768.4K | 3 | 0 |
| Mar 2018 | $137.9M | $137.1M | $781K | 3 | 0 |
| Mar 2017 | $130.6M | $129.9M | $701K | 1 | 26 |
| Mar 2016 | $118.2M | $117.5M | $671.8K | 1 | 26 |
| Mar 2015 | $127.8M | $126.9M | $910.9K | 1 | 26 |
| Mar 2014 | $117.6M | $116.8M | $875K | 1 | 26 |
| Mar 2013 | $108.3M | $107.5M | $730.8K | 1 | 26 |
| Nov 2012 | $101.2M | $100.5M | $671.5K | 1 | 26 |
| Mar 2012 | $101.2M | $100.5M | $671.5K | 1 | 26 |
| Mar 2011 | $100.3M | $93.2M | $7M | 5 | -- |
| Jan 2008 | $106.8M | $99.6M | $7.2M | 5 | -- |
| Feb 2007 | $114.3M | $107.7M | $6.6M | 5 | -- |
| Dec 2006 | $84.2M | $77.1M | $7.1M | 5 | -- |
| Feb 2006 | $84.2M | $84.2M | $0 | 5 | -- |
| May 2002 | $41.8M | $41.8M | $0 | 5 | -- |
DateFeb 2025
Total AUM$261.1M
Discretionary$255.4M
Non-Disc.$5.7M
Employees2
Clients0
DateFeb 2024
Total AUM$234.1M
Discretionary$230.2M
Non-Disc.$3.9M
Employees2
Clients0
DateMar 2023
Total AUM$202.1M
Discretionary$199.4M
Non-Disc.$2.7M
Employees4
Clients0
DateMay 2022
Total AUM$220.6M
Discretionary$218M
Non-Disc.$2.6M
Employees4
Clients0
DateMay 2022
Total AUM$220.6M
Discretionary$218M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2022
Total AUM$220.6M
Discretionary$218M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2021
Total AUM$194M
Discretionary$191.5M
Non-Disc.$2.5M
Employees4
Clients0
DateJun 2020
Total AUM$166.9M
Discretionary$166M
Non-Disc.$879.1K
Employees4
Clients0
DateMar 2020
Total AUM$166.9M
Discretionary$166M
Non-Disc.$879.1K
Employees4
Clients0
DateMar 2019
Total AUM$137M
Discretionary$136.2M
Non-Disc.$768.4K
Employees3
Clients0
DateMar 2018
Total AUM$137.9M
Discretionary$137.1M
Non-Disc.$781K
Employees3
Clients0
DateMar 2017
Total AUM$130.6M
Discretionary$129.9M
Non-Disc.$701K
Employees1
Clients26
DateMar 2016
Total AUM$118.2M
Discretionary$117.5M
Non-Disc.$671.8K
Employees1
Clients26
DateMar 2015
Total AUM$127.8M
Discretionary$126.9M
Non-Disc.$910.9K
Employees1
Clients26
DateMar 2014
Total AUM$117.6M
Discretionary$116.8M
Non-Disc.$875K
Employees1
Clients26
DateMar 2013
Total AUM$108.3M
Discretionary$107.5M
Non-Disc.$730.8K
Employees1
Clients26
DateNov 2012
Total AUM$101.2M
Discretionary$100.5M
Non-Disc.$671.5K
Employees1
Clients26
DateMar 2012
Total AUM$101.2M
Discretionary$100.5M
Non-Disc.$671.5K
Employees1
Clients26
DateMar 2011
Total AUM$100.3M
Discretionary$93.2M
Non-Disc.$7M
Employees5
Clients--
DateJan 2008
Total AUM$106.8M
Discretionary$99.6M
Non-Disc.$7.2M
Employees5
Clients--
DateFeb 2007
Total AUM$114.3M
Discretionary$107.7M
Non-Disc.$6.6M
Employees5
Clients--
DateDec 2006
Total AUM$84.2M
Discretionary$77.1M
Non-Disc.$7.1M
Employees5
Clients--
DateFeb 2006
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$41.8M
Discretionary$41.8M
Non-Disc.$0
Employees5
Clients--