What Edge Capital Group does

Edge Capital Group is an Atlanta-based private wealth management and financial advisory firm founded in 2006. The firm renders investment, advice, financial planning, consulting, wealth, and asset management services, operating with a headcount between 11 and 50 employees as a for-profit private company. Edge Capital Group was affiliated with the Focus Partners network of advisory firms and was reported as one of two Focus network firms joining SCS Financial alongside Focus Partners Family Office and OCIO, indicating a consolidation event within the registered investment adviser ecosystem. The firm's stated website is edgecappartners.com and its service positioning is broad wealth and asset management rather than a single product vertical.

Beyond the founding year, location, size band, service categories, and the Focus Partners / SCS Financial consolidation, the source material provides no standalone operational, financial, customer, geographic, leadership, or product-level data for Edge Capital Group itself. The granular operational data in the available source set — including the $60B in assets, 500+ client families, 200+ professionals, 98% client retention, 11 offices across major U.S. metros, and the detailed three-pillar service taxonomy (Wealth Advisory, Investment Management, Family Office Services) — pertains to SCS Financial, the receiving entity in the consolidation, rather than Edge Capital Group. This constitutes a material information gap, and these figures should not be attributed to Edge Capital Group in any downstream analysis.

Name

Edge Capital Group

Website

https://edgecappartners.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Edge Capital Group is an Atlanta-based private wealth management firm founded in 2006, offering investment, financial planning, consulting, and asset management services with 11-50 employees as a Focus Partners network affiliate.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Asset management
• Family office consulting

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Advisory Services: Comprehensive wealth advisory including trust & estate planning, family governance, next generation education, insurance advisory, philanthropic advisory, and fiduciary selection services.
2. Investment Management: Strategic asset allocation, traditional and alternative investments, sourcing and research, risk management and monitoring. Provides access to smaller emerging managers often unavailable through traditional wealth management channels.
3. Family Office Services: Comprehensive family office infrastructure including family balance sheet oversight, consolidated reporting, cashflow planning, bill pay, outside advisor oversight, and lifestyle management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Edge Capital Group renders investment, advice, financial planning, consulting, wealth, and asset management services to clients. The firm operates as a private wealth advisory based in Atlanta, delivering personalized financial planning and investment management to high-net-worth clients, with alignment to the broader Focus Partners/SCS Financial family office platform.

Product overview

SCS Financial operates as a unified wealth management platform offering three interconnected service pillars: Wealth Advisory, Investment Management, and Family Office Services. The Wealth Advisory service provides comprehensive guidance including trust & estate planning, family governance, next generation education, insurance advisory, and philanthropic advisory. Investment Management delivers strategic asset allocation combined with access to both traditional and alternative investments through rigorous manager sourcing and risk monitoring. Family Office Services provides the administrative infrastructure including consolidated reporting, family balance sheet oversight, cashflow planning, bill pay, and lifestyle management. Together, these services are designed for ultra-high-net-worth families (approximately 500 families with average client size of $100M) seeking integrated wealth management with institutional quality and personalized service.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Focus PartnerscoreStrategic or Co-development PartnerFocus Partners is a family office network that SCS Financial is affiliated with, providing a broader ecosystem of family office services and resources. Focus Partners Family Office and OCIO joined SCS Financial, strengthening the multi-family office platform.

Scale indicators7 records

Recent moves1 record

Expansion highlights1 record

Direct peers

• Pitcairn: Multi-family office and investment management firm serving UHNW families across generations with wealth advisory, investment management, and family office services that mirror the SCS / Edge Capital Group platform's three service pillars.
• Homrich Berg: Atlanta-headquartered wealth management firm serving HNW and UHNW families that was acquired by Mercer Advisors; directly comparable to Edge Capital Group in geography, client focus, and the pattern of joining a larger national platform.
• Tolleson Wealth Management: Dallas-based wealth management firm serving UHNW families with investment advisory, trust and estate planning, and family office services — comparable in client profile and service mix to Edge Capital Group's offerings.
• Carson Group (Carson Wealth): Mid-sized wealth management platform offering financial planning, investment management, and family-office-adjacent services to individuals and families; comparable in service lines and target client to Edge Capital Group.
• GenTrust: GenTrust is a small-to-mid sized wealth management firm serving UHNW and HNW clients that has also joined a larger RIA platform (Mercer Advisors), making it highly comparable to Edge Capital Group in service mix, scale, and platform-affiliation trajectory.

Broad incumbents

• Mariner Wealth Advisors: Large national wealth management firm offering comprehensive advisory, investment, and family office services to UHNW clients; broader scope than Edge Capital Group but overlapping service lines and target market.
• Creative Planning: One of the largest independent RIA platforms in the U.S., offering comprehensive wealth management, investment management, and family office services to UHNW clients at materially greater scale than Edge Capital Group.
• Glenmede: Privately-held investment and wealth management firm serving UHNW families, endowments, and foundations; comparable to Edge Capital Group in client focus and service mix, with a longer standalone history.
• Bessemer Trust: Large, established UHNW wealth and investment management firm with a long operating history; comparable in target client and service breadth to Edge Capital Group, but materially larger and more established.
• Brown Brothers Harriman (Wealth Management): Long-standing private bank and wealth manager offering trust, estate, and investment management services to UHNW families; broader scope but overlapping client base and services with Edge Capital Group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat1 record

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edge Capital Group