Dan Edwards Investment Advisory Services, LLC

Overview

Dan Edwards Investment Advisory Services, LLC is a small, fee-based advisory practice focused on portfolio management for individuals and small businesses. The firm is owned and led by Dan Edwards and bills clients on a percentage-of-AUM basis. Its public filings show no emphasis on ESG, no pension consulting business, and it operates as a single-office, single-state adviser. With total assets under management concentrated among a handful of relationships, the firm appears to run highly customized, discretionary portfolios rather than a broad product platform. The ADV-classified activity centers on direct portfolio management. Filings identify the bulk of assets under a category labeled “Other,” which suggests allocations that aren’t broken out into standard mutual fund, ETF, or separately managed account buckets on the form. That classification can reflect private fund positions, bespoke credit holdings, unwrapped cash or custodial items, or other holdings the adviser treats as outside conventional asset-type categories.

Assets & Accounts

Investments & Alternatives

Location & Offices