EDGAR INVESTMENT MANAGEMENT, LLC

Overview

Edgar Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm charges clients a percentage-of-AUM advisory fee and provides discretionary portfolio management for individuals and small businesses alongside financial planning and periodic publications. Its stated investment preference is equities, with exchange-traded equities comprising the vast majority of its managed assets. Edgar Investment Management is not identified as an active ESG investor and does not operate as a capital allocator; instead it places client capital into third‑party strategies where appropriate. Manager allocation interest centers on liquid, exchange‑traded instruments for core portfolios, supplemented by selected third‑party alternative fund exposures. The firm lists an accounting professional among its industry affiliations, suggesting outside tax and reporting support for client relationships and investment structures.

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Location & Offices