Benjamin F. Edwards & Company, Incorporated

Overview

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