EDGEWATER PRO SPORTS FINANCIAL
Firm details
- Headquarters
- AVON, Ohio
- CRD number
- 135316
- Registered since
- March 12, 2021
- Website
- www.epsf.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Edgewater Pro Sports Financial is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its client billing is a mix of AUM-based fees and fixed fees. In addition to advisory work, Edgewater Pro Sports Financial maintains business registrations as a broker‑dealer representative and as an insurance broker, indicating it offers both advisory and brokerage/insurance services through affiliated channels. The firm is SEC‑registered (since 2021) and does not identify as an ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds20%
- US Government Bonds10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 4DAVID SZAFRANSKI
PresidentCRD 2284626
Joshua Szafranski
Financial AdvisorsCRD 7951607
DREW HENSON
Client RelationsCRD 5913703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$33.8M in ETFs
92%
$31.1M
0%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO AEROSPACE & DEFENSE ETF (PPA) | Invesco | Passive | Industrials | $4.9M | 29,610 | 14.52% |
Location
AVON, OH
LORAIN
Location
AVON, OH
Headquartered in AVON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- LORAIN
- Address
- 36855 American Way
- Time zone
- ET (UTC-5)
- Office locations
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