William
Skeean
Edge Capital Group, LLC
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About this Advisor
William Skeean is a chartered financial analyst operating out of Dallas, Texas with 5 years of relevant experience. Skeean is an advisor for Edge Capital Group, LLC. Over the course of their career, they have held roles at Edge Advisors, LLC and Edge Capital Group, LLC. Skeean holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia, Louisiana and Texas. Edge Capital Group, LLC is an advisory business operating out of Atlanta, GA. It has offices in five locations and a total of 34 people on staff. It administers $5 billion in total assets among its 2,930 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 2,930 accounts, 96% belong to high-net-worth clients who have at least $1 million in assets. The firm provides a broad assortment of services, such as 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. Fees for financial advice largely are based on the financial services. However, fees billed by Edge Capital Group, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edge Capital Group, LLC Brokerage Details
$5,219,394,777
34
2,930
$1,781,363
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
William Skeean Work History
William has been registered as a financial advisor for 5 years.*
Edge Capital Group, LLC
Edge Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Skeean 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
Dallas, TX
Charlotte, NC
Atlanta, GA
Atlanta, GA
Dallas, TX
Charlotte, NC
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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