Ginger
Dorsett

Edge Capital Group, LLC

CRD#2059588
Investment Advisor
in Dallas, TX

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About this Advisor

Ginger Dorsett is a financial advisor based in Dallas, Texas, working with Edge Capital Group, LLC. Ginger has previously held positions at Credit Suisse Securities (USA) LLC, Credit Suisse Lending LLC, Edge Corporate Finance, Edge Capital Group, LLC, and Edge Capital Partners, LLC. Ginger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Ginger is part of Edge Capital Group, LLC, which operates out of Dallas, Texas. The firm has 5 offices and 41 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Edge Capital Group, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

300 Crescent Court Suite 1170
Dallas, TX 75201

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Edge Capital Group, LLC Brokerage Details

Total Assets Under Management

$6,385,513,021

TX Average: $3,570,121,308
Total Number of Employees

41

TX Average: 58
Total Number of Accounts

3,299

TX Average: 1,608
Average Account Size

$1,935,590

TX Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ginger Dorsett Work History

2018 - Present (6 years)

Edge Capital Group, LLC

2015 - 2017 (2 years)

Edge Corporate Finance

2015 - 2018 (3 years)

Edge Capital Partners, LLC

2014 - 2015 (1 year)

Credit Suisse Lending LLC

2003 - 2015 (12 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Please visit the SEC profile of Ginger Dorsett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Edge Capital Group, LLC

Edward Deaton
Charlotte, NC
Shelby Potz-Nielsen
Dallas, TX
Ellis Davis
Atlanta, GA
James Patrick
Chapel Hill, NC
Jacob Baker
Dallas, TX
Jacobi Padgett
Atlanta, GA
Kendrick Mattox
Charlotte, NC
Paul Robertson
Atlanta, GA

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