Edge Capital Group, LLC

Edge Capital Group, LLC, based in Atlanta, Georgia, is an SEC-registered investment adviser and a subsidiary of Focus Financial Partners, LLC. The firm, established in 2006, offers personalized wealth management services, outsourced CIO services, family office services, and investment management services to various clients, including high net-worth individuals and families. Edge provides comprehensive wealth management, outsourced CIO services, wealth strategy, and family office services, tailored to individual client needs. The firm manages private investment funds, discretionary investment management accounts, and ultra-short fixed income portfolios. Clients typically have an initial account value of at least $5,000,000. Edge's fee structure is asset-based, varying from 0.20% to 1.00% depending on the asset size and service type. The firm may receive benefits from Pershing and Schwab for managing client assets. Edge has a Code of Ethics to ensure ethical conduct and manages potential conflicts of interest related to personal securities transactions and client referrals. Clients' accounts are reviewed quarterly, and Edge does not typically vote proxies for clients. The firm has no financial conditions that may impact client commitments.