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Item 1 Cover Page FORM ADV PART 2B BROCHURE SUPPLEMENT November 6, 2020, Edge Capital Group, LLC 1380 West Paces Ferry Road Suite #1000 Atlanta, Georgia 30327Main Office: (404) 8907707 | www.edgecappartners.comThis
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How to fill out cover page form adv
01
Obtain a copy of the cover page form adv.
02
Fill out the information requested in each section of the form.
03
Include information about the investment adviser, its services, fees, and any potential conflicts of interest.
04
Provide accurate and complete information to the best of your knowledge.
05
Review the completed form for accuracy and ensure all required fields are filled out.
06
Submit the form to the appropriate regulatory body according to their instructions.
Who needs cover page form adv?
01
Investment advisers who are registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators need to fill out the cover page form adv.
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What is cover page form adv?
Cover page form adv is a document required to be filed by investment advisers registered with the SEC.
Who is required to file cover page form adv?
Investment advisers registered with the SEC are required to file cover page form adv.
How to fill out cover page form adv?
Cover page form adv can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of cover page form adv?
The purpose of cover page form adv is to provide important information about the investment adviser, its business practices, and its key personnel.
What information must be reported on cover page form adv?
Information such as business activities, assets under management, conflicts of interest, disciplinary history, and more must be reported on cover page form adv.
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