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William Albert Maner

CRD# 1994559·Registered 1990 - 2025
Previously Registered: Being a previously registered professional could mean that William is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

William Albert Maner, who also goes by Bill Maner, William Albert Maner IV, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1990 - 2025. William had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Maner, William Albert Maner Iv

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

Past

EDGE CAPITAL GROUP, LLCPast·CRD# 297596
RIA
Atlanta, GA
September 21, 2018 - March 13, 2025
EDGE ADVISORS, LLCPast·CRD# 142261
RIA
Atlanta, GA
December 14, 2006 - August 16, 2018
EHCP CORPORATE FINANCE, LLCPast·CRD# 144134
BD
Atlanta, GA
October 9, 2007 - July 31, 2018
MORGAN STANLEY & CO. LLCPast·CRD# 8209
BD
New York, NY
November 1, 1990 - May 18, 2000

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Current Firm

EC
EDGE CAPITAL GROUP, LLC

BLUE CURRENT | EDGE CAPITAL GROUP, LLC

CRD#: 297596 / SEC#: 801-113638

Contact Information

Main Address

3333 Riverwood Parkway Suite 350, Atlanta, GA 30339

Phone Number

(404) 890-7707

# of Employees

41

Documents

Latest Form ADV

Part 2 Brochures

EDGE CAPITAL GROUP ADV PART 2A BROCHURE 6 2024 (6/20/2024)

Regulatory Assets Under Management

Total Number of Accounts

3,299

AUM (Assets Under Management)

$6,385,513,021

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Northside United Methodist Church; Not investment related; 2799 Northside Drive NW Atlanta, GA 30305; Church; Finance committee; 01/19/2018; 1-5 hrs per month; 1-5 hrs during trading; Review operations of church. 2) Atlanta Youth Project; Not investment related; 284 Chalkley Road Temple, GA; Serve inner city youth; Board member; 01/19/2018; 1-5 hrs per month; 1-5 hrs during trading; 1 meeting per year. 3) Capital City Club; Not investment related; 53 W. Brookhaven Drive; Country Club; Board member; 01/19/2018; 1-5 per month; 1-5 during trading; City Committee Finance Committee - Chairman. Southern First Bancshares, Inc., 100 Verdae Blvd,Greenville,SC- Board Member, not investment related, 1-5 hrs/mo and during trading,independent board member

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2007About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2006About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2007About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2007About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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