THE ELLERSON GROUP INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Maryland, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	99	$230.2M
Non-Discretionary	5	$3.9M
Total	104	$234.1M

Clients

Type	Number	RAUM
Individuals	49	$16.0M
HNW Individuals	55	$218.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-48299
SEC ERA File Number	801-48299
SEC CIK Numbers	935570
SEC CRD Numbers	106658
Legal Entity Identifier	None

Principal Office

415 FOURTH STREET
SUITE 101
ANNAPOLIS
MD
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic