Benjamin F. Edwards & Company, Incorporated

Broker-DealerFINRA Member

Total AUM

$18.9B

Discretionary

$12.8B

68% of AUM

Accounts

55,423

Employees

755

Advisory reps

610

Brokerage reps

545

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

FINTRX

Overview

Benjamin F. Edwards & Company, Incorporated operates primarily as a broker-dealer and insurance broker that also offers advisory services. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of outside advisers, and educational workshops. It is SEC-registered (since 2010) and organized as a corporation with domestic and individual ownership elements. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Contacts

3 of 604

Daniel Miller
Advisory ConsultantCRD 5683021
Joshua Green
Wealth Management AdvisorCRD 5717045
Ann Mclaughlin
Vice PresidentCRD 5717592

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 753

Active vs passive

$7.8B in ETFs

Passive

60%

$4.7B

Active

30%

$3.1B

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	2.16%

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Primary office

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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