Benjamin F. Edwards & Company, Incorporated
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 146936
- Registered since
- May 6, 2010
- Website
- www.benjaminfedwards.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.2%
- HNWI13%
- Corporations / Businesses3.01%
- Charitable Organizations0.99%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Benjamin F. Edwards & Company, Incorporated is a traditional broker-dealer that also functions as a qualified custodian. The firm serves both individual and institutional clients and offers a mix of brokerage and insurance services alongside advisory work such as financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm does not position itself as an active ESG investor. The organization is structured as a domestic corporation with individual ownership elements and has maintained SEC registration since 2010. Its business model blends brokerage distribution with advisory services and educational seminars, reflecting a hybrid approach to wealth management and client servicing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 6
Benjamin Edwards
Chairman / CEO / PresidentCRD 1061490
William Hornbarger
Chief Investment OfficerCRD 1385447
Thomas Martin
Executive Vice President & Chief Financial OfficerCRD 1459719
Contacts
3 of 598
Daniel Miller
Advisory ConsultantCRD 5683021
Ann Mclaughlin
Vice PresidentCRD 5717592
Richard Rehg
Vice President, InvestmentsCRD 5722073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,444Active vs passive
$15.3B in ETFs
61%
$9.3B
30%
$6.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $169M | 3,357,208 | 1.10% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 1 N Brentwood Blvd
- Time zone
- CT (UTC-6)
- Office locations
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